10.2 The Details Tab

The lesson will explain the function of the details tab in a case.

Milestones

The details tab in a case contains 2 major features- milestones and custom fields. Milestones track the progress of your cases to ensure your case plan is being followed on schedule.

Click here to learn how to create and use milestones.

Custom fields

Any custom fields you have created will be displayed alongside the "Milestones" tab. Case custom fields allow you to create your own fields tailored to your particular business needs.

To learn how to create custom fields follow this lesson.