INSZoom - Create a Case for an Existing Client

Create a Case for an Existing Client

Forms Edition Workflow

1.  From the Client List page, select a client.
2.  Scroll to List of Forms for Open or Active Case and select  Add New Case/Forms.
3.  Complete all mandatory fields.
4.  Click Add Case.

Standard, Professional and Enterprise Edition Workflow

1. From the Client Info page, select Add Case/Forms to client.
2. Complete all mandatory fields.
3. Click Add Case.

Now you're ready to add forms and questionnaires. If you need help, click one of the buttons below for detailed instructions.