INSZoom - Snapshot of Cases
This article will guide you on how to take a snapshot of cases.
Snapshot of Cases
Snapshot is a customized view of key fields in a case.
Users who need to quickly view key fields for a case can use Snapshot by following the steps below:
- Open an existing case to customize your snapshot view.
- In the Detailed Info section, hover over 'Snapshot' and select 'Customize'.
- A pop-up will render. Select or remove items from the list.
- Click Save to apply your changes.
- The new Snapshot view will appear using the Customized link.