In Plannr, you can customise your Case Types. Efficient client record management relies on customising Case Types, enabling you to create relevant and standardised procedures tailored to your organisational needs.
To do this, go to the Settings tab from the left hand menu and select Case Options.
From here, select Case Types.
Here you can see all your current case types!
Adding a Case Type
To add a new Case Type, select the Create New button in the top right.
For instance, consider creating specific types such as 'Pension Transfer' or 'Compliance Review' based on your operational needs.
This brings up the following modal allowing you to enter a name for your new Case Type. Click Save when you're ready.
Editing a Case Type
To edit a Case Type, hover over the three dots on the left side of the relevant case type and select the pen icon.
This brings up the following modal allowing you to change the name.
Deleting a Case Type
To delete a Case Type, hover over the three dots on the left side of the relevant case type and select the red bin icon.
