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Create a Case - Transfer IQ®

This article will discuss the various ways to create a case.

Joe Caffrey avatar
Written by Joe Caffrey
Updated over 6 months ago

About

We’ll cover the few ways to make a case in Transfer IQ®.


Steps

Cases can be started fresh, or pulled from Referrals, we’ll cover how to do both.

Create a New Case

  • From the Case List tab (Access>Transfers>Cases), click Start New Case, a blank case opens in a new browser. Enter the required information and click Create Case.

Add to Case List

  • From the Referrals List tab (Access>Transfers>Referrals), click the Add to List plus button, which moves the case to the Case List for you to manage later.

Open Now

  • From the Referrals List tab (Access>Transfers>Referrals), click the Open Now Folder button, which opens a new tab with your case and moves it to the Case List.


Best Practices

  • None


Related

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