Collabspot organizes your Cases for Highrise


How to Create a Case?

  1. Open the contact or company’s profile from the sidebar and click on the Plus (+) button on the lower left hand corner of the sidebar.
  2. Select New Case.
  3. Enter the details of the case.
  4. Click on the ✔ Button to save the task.


How to View a Case?

  1. Open the Contact/Company’s profile via the sidebar.
  2. Scroll down to Case.

 


How to Edit a Case?

To edit a case you will have to do this directly from Highrise.

  1. Open the contact’s profile from the sidebar.
  2. This will re-direct you to log-in to Highrise. From there you may edit the task.