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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:

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

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

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

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