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Add an LeO Investigation

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Written by Huzayfah Patel

To add an LeO investigation to a Complaint record, follow the steps below:

  1. From the home page click Menu (the three horizontal lines in the top left of the screen).

  2. Click Modules then click Complaints.

  3. Locate the complaint record then click View.

  4. On the record, scroll down to LeO Investigation then click +Add Investigation Update.

  5. On the pop up, complete the relevant details.

  6. Click Save or Save and Create Custom Task.

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