Accessing User Defined Screens and Fields

All areas concerning user defined screen layouts and fields can be accessed using the options found on the Directory ribbon. Directories listing all fields created in the database are also available.

Accessing Case Folder User Defined Screens

Accessing a Case Intake Screen

Accessing a Case Status Screen

Accessing a CRM Screen

Accessing Provider User Defined Screens

Accessing the Document Profile Screen

Accessing User Defined Field Directories