Cases

How to Add a New Case

1.   Click the Create New Case button on the QuickStart bar (or select File | New | Case). Tip: Ctrl-N is the shortcut.

2.   If your system is not configured to use the next available case number, you will be prompted to enter a new one. Manually type in the desired case number, or press the [F2] function key to use the next available number in the system. TO avoid seeing this dialog in the future, check the "Always use next available case number" box.

3.   Select a Client from the drop-down list, or add a new one view the "Quick Add Client" button.

4.   Click the Products button to select the Product(s) for this case.

5.   Fill out any other desired information on the Case tab, as well as all other tabs, such as Property, Instructions, Dates, etc. Tip: the PgDn and PgUp keys move from tab to tab.

6.   Filling in a Zip Code will automatically populate City, County and State where applicable. In situations where a Zip Code crosses City or County lines, you can choose the most correct City or County from there respective drop-down lists.

7.   Alt-D can be used to add today’s date to any date field, and the +/- keys can be used to increment or decrement those dates.

8.   Click the Print button on the toolbar to print out the Appraisal Order Sheet.

9.   Click the Save button to save and exit the case.

How to Find and Edit Cases

One way to open existing cases is by clicking on the Open Existing Case button on the QuickStart bar (or select File | Open | Cases) from the menu bar. This will display the Cases grid (see below).

The Cases grid, by default, will list every case that has ever been entered. This can be limited to recent cases only, by selecting the Utilities | Settings menu option (see the Settings section of the Office Setup and Settings topic for more information).

To open a case from the Cases grid, simply double-click the desired case.

The Cases grid

Another way to open an existing is to search for it by a variety of criteria. This can be done via File | Find | Cases. After this option is selected, the "Find Cases" dialog is displayed (see below). To find a case, type in (or select from drop-down lists) for any of the fields on the dialog, then click the "OK" button. If only one match is found, that case is automatically opened for you. If more than one match is found, the Cases grid is displayed, listing all matching cases.

To open a case from the Cases grid, simply double-click the desired case.

The Find Cases dialog

How to Delete a Case

On any Cases grid (see How to Find and Edit Cases above), select the case that you wish to delete, then select File | Delete. Say "Yes" when prompted to confirm this deletion.