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.