Collabspot organizes your Cases for Highrise

- Create, view and edit a case

 

 

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?

 

Note: 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.