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How to…View Details of a Case

Select the Cases icon from the Buddy Bar in BuddyCRM.

cases menu item shown in Buddy bar of BuddyCRM


You will be taken to your Cases Summary.


Screen Shot 2013-09-13 at 10.35.49

Every Case is assigned a number. The example in the screenshot above is number 22. If you click on this number you are taken to a description of the case.

Screen Shot 2013-09-13 at 10.39.46

Should you wish to make any changes or updates to the case, click Screen Shot 2013-09-13 at 10.29.16

Make your changes and click Screen Shot 2013-09-13 at 10.31.01 and this will appear on your case description, as shown here:


Screen Shot 2013-09-13 at 10.39.29

You will be shown who made these changes and when they were made.

Updated on May 21, 2018

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