Dashboard Help

Use Client Data in Multiple Apps

Every app you use with a case is indicated by the app icon under Apps Used. If you click on one of the app icons, that case will open in the app you clicked on. If you want to use the same case data with another app, click the plus (+) symbol under Other Apps Used, and you’ll be prompted to select which app you want to use. Any existing case data will be pre-filled once that app is opened.