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miroshar case management documentation
Welcome
Case Management
Open a new case
Editing & closing a case
Working on a case
Progress the workflow
Communication & Documentation
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
Templates
Word templates
Excel templates
PDF form templates
Email templates
SMS templates
Transaction templates
New template from existing
Task & Workflow Management
Task Actions
Set an action task
Calendar view of tasks
Workflow Progression
Making workflows
Setting up fields
Setting up field forms
Setting up action templates
Time & Activity Tracking
Record time
Make History
Mail & In Tray Management
Mail Management
Mail in
Outlook inbox & sent items
Tray Management
Dealing with in tray items
Dealing with out tray items
Financial Management
Accounts & Ledger
Accounts ledger view
VAT rates
Setting Currency
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
Setup & Configuration
User & Role Setup
Setup users & roles
Setup introducers, intermediaries & organizations
Email & Communication Settings
Email settings & SMTP
Setup company credentials
Reports
Summary
Case List
Conflict Contacts
Workflow Step Progression
History Actions
Task List
LICENSE
CHANGELOG
Reports
Summary
Summary
Table of contents
Case List
Conflict Contacts
Workflow Step Progression
History Actions
Task List