Does a new client receive a system generated email when a new case is entered?
Click on Clients and go to that particular client's profile. Look in the System Access area next to Receive EMails. If it says Yes, the client will receive an email when a new case is entered. If it says No, they will not.
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Case Number Customization
You can customize your case number using these parameters T = Case Type: You set the case type abbreviations that become part of the case number in Case Settings Y = Year: The two digit for the current year a case was opened M = Month: The two ...
Hiding Client Information from Users
Q: How do I keep a user from seeing my client information? A: Click on Settings and go to the Case Settings Tab. Scroll down to the Case Tab Settings. The 5th row down is the Client Tab. You can hide that tab completely from Employee and ...
We are a small PI company that is interested in setting up a new case management system. Will PI Direct Link work for us?
Yes. We specialize in small PI Businesses. We have set up our pricing and protocols to assist any size PI firms, but especially those small companies.
Pending Notes Resource Page
The pending notes section is where any case notes that are entered into the system go. When any user of the system, whether it is an admin, staff, vendor, or client user enters a note it comes to this area first. In this area you can edit the note ...
Can I add emails into the system?
Yes. You can absolutely move an email into the system. Save the email as a pdf and then upload into the system under the documents section (or whatever section you prefer). You can categorize the email in the description and then associate you see ...