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1. Registration and Personal Settings
2. Company Settings
3. User Administration Settings
4. System Settings
5. Case Type Settings
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5.1 Creating a New Practice Area
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5.2 Deleting a Practice Area
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5.3 Creating a new Case Type
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5.4 Editing Case Type Tabs
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5.5 Editing Custom Fields Appearance
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5.6 Deleting a Case Type
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5.7 Creating Contact Relationships
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5.8 Setting Contact Relationships Within a Case
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5.9 Creating a Case Plan
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5.10 Creating Case Custom Fields
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5.11 Creating Basic Contact Custom Fields (Person or Company)
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5.12 Creating Contact Custom Fields (Contact Type)
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5.13 Creating Contact Custom Fields (Label Type)
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5.14 Displaying Group Labels in Custom Field Groups
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5.15 Using Table Controls in Custom Field Groups
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5.16 Custom Field Order
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5.17 Creating Custom Field Tabs
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5.18 Editing Tab Visibility
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5.19 Core Case Data Visibility
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5.20 Changing Mandatory Fields in the Contact Form
5.21 Case Scripting
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5.21.1 Adding a New Script
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5.21.2 Editing a Script
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5.21.3 Deleting a Script
5.21.4 Example Scripts
5.21.4.1 JavaScript Labels
5.21.4.2 On Load Scripts
5.21.4.3 On Save Scripts
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5.21.4.3.1 - Sending an Email Upon Saving a Case
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5.21.4.3.2 - Add Task
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5.21.4.3.3 - Update Custom Field Information
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5.21.4.3.4 - Update Case Information
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5.21.4.3.5 - Dialog Formatting Options
6. Types of Custom Field
7. Templates
8. Reports
9. Dashboard
10. The Case Tab
11. The Contact Tab
12. Tasks and Activities
13. Accounts and Bills
14. Calendars
15. Client Connect
16. AgileCase Security
17. Finding Your Information
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18. System Messaging
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19. Time Recorder
20. Getting Started
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5.21.4.3 On Save Scripts
5.21.4.3 On Save Scripts
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Last updated:
Oct 06, 2015
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5.21.4.3.1 - Sending an Email Upon Saving a Case
5.21.4.3.2 - Add Task
5.21.4.3.3 - Update Custom Field Information
5.21.4.3.4 - Update Case Information
5.21.4.3.5 - Dialog Formatting Options
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