Create a New Case
By Rhonda1 author5 articles
- Add Person ButtonAdd Person is a special feature of Trak that provides designated team members with the ability to add people to the database without immediately associating them with a case in…
- Aliases and Nick NamesAliases An alias is a name that this person is known by or has used in the past. When you enter an alias, the name will automatically display in the…
- BiographyThe first time a person is added to a case record in Trak their biography is automatically created.
- Steps to Create a New Case in TrakThere are two options to create a new case in Trak. Option 1 utilizes the create new case button and Option 2 utilizes the people tab.
- Create New Case(s) Glossary of Terms includedCreate New Case with Glossary of Terms