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Mitratech Success Center

INSZoom - Snapshot of Cases

This article will guide you on how to take a snapshot of cases

Snapshot of Cases

Snapshot is a customize-able view of key fields in a case.

Users who need to quickly view key fields for a case can use Snapshot.  To customize your snapshot view, open an existing case.  In the Detailed Info section, hover over Snapshot and select Customize.

A pop up will render.  Select or remove items in the list.

Click Save.

The new Snapshot view will appear using the Customized link.

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