Collabspot organizes your Cases for Highrise
How to Create a Case?
- 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.
- Select New Case.
- Enter the details of the case.
- Click on the ✔ Button to save the task.
How to View a Case?
- Open the Contact/Company’s profile via the sidebar.
- Scroll down to Case.
How to Edit a Case?
To edit a case you will have to do this directly from Highrise.
- Open the contact’s profile from the sidebar.
- This will re-direct you to log-in to Highrise. From there you may edit the task.