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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
Setup & Configuration
User & Role Setup
User & Role Setup
Table of contents
Setup users & roles
Setup introducers, intermediaries & organizations