byondpro Configuration
& Processing Guide
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Summary

 
The Summary tab captures most of the record’s information.
 
 
From this tab you can perform the following tasks using functions on the right side of the screen:
 
 
 
2.  Moving to the next case record by clicking the Continue button.
 
 
3.  Creating a Works Request record related to the Client Feedback by clicking the Generate Works Request button and following the prompts on the new Case screen.
Note: View this function described in detail in the Generate Works Request section.
 
 
4.  Performing workflow actions like changing stage or reassigning users, outlined in the Workflow Actions section.
 
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