Skip to main content
Mitratech Success Center
Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.

 

INSZoom - Snapshot of Cases

  1. Last updated
  2. Save as PDF
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:

  1. Open an existing case to customize your snapshot view.
  2. In the Detailed Info section, hover over 'Snapshot' and select 'Customize'.

clipboard_e11480811c14dbcc7ccc18d4dd92ae44a.png

  1. A pop-up will render. Select or remove items from the list.

clipboard_ec3958d521aa71deb8d79620b45962158.png

  1. Click Save to apply your changes.
  2. The new Snapshot view will appear using the Customized link.

clipboard_e718c89039eed1f2fce445bc733fdffb7.png

  1. Back to top
  • Was this article helpful?

Recommended articles

  1. Article type
    How-to
  2. Tags
    1. Cases
    2. Customize
    3. inszoom
    4. Snapshot