Welcome to miroshar case management system

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Manage all your administrative activities involved in working on a case, from recording time engaged in preparing documents and forms to making and receiving calls. Carry out workflow functions such as sending letters, emails, and SMS messages, and setting and maintaining tasks and reminders. Record financial transactions, invoices, credit notes, and payments from office and client accounts. Generate global reports for insights into system cases, to assess user activities and billing.

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Table of contents

1. Case Management

   1. Open a new case
   2. Editing & closing a case
   3. Working on a case
   4. Progress the workflow

2. Communication & Documentation

   1. Sending & Saving Correspondence

      • Send a letter & save with attachments
      • Make a memo
      • Make a call note
      • Make a file note
      • Send an email
      • Send an SMS

   2. Templates

      • Word templates
      • Excel templates
      • PDF form templates
      • Email templates
      • SMS templates
      • Transaction templates
      • New template from existing

3. Task & Workflow Management

   1. Task Actions

      • Set an action task
      • Calendar view of tasks

   2. Workflow Progression

      • Making workflows
      • Setting up fields
      • Setting up field forms
      • Setting up action templates

4. Time & Activity Tracking

   1. Record time
   2. Make History

5. Mail & In Tray Management

   1. Mail Management

      • Mail in
      • Outlook inbox & sent items

   2. Tray Management

      • Dealing with in tray items
      • Dealing with out tray items

6. Financial Management

   1. Accounts & Ledger

      • Accounts ledger view
      • VAT rates
      • Setting Currency

   2. Transaction slips & postings

      • Bank Payment - Client
      • Bank Payment - Nominal
      • Bank Payment - Office
      • Bank Receipt - Client
      • Bank Receipt - Deposit
      • Bank Receipt - Nominal
      • Interest
      • Purchase Invoice - Office
      • Purchase Payment - Office
      • Sales Credit / Credit Note
      • Sales Invoice / Bill
      • Transfer Client to Client
      • Transfer Client to Office
      • Transfer Office to Client
      • Write Off
      • Write Off Bill

7. Setup & Configuration

   1. User & Role Setup

      • Setup users & roles
      • Setup introducers, intermediaries & organizations

   2. Email & Communication Settings

      • Email settings & SMTP
      • Setup company credentials

8. Reports

   1. Summary

      • Case List
      • Conflict Contacts
      • Workflow Step Progression
      • History Actions
      • Task List

9. LICENSE

10. CHANGELOG