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Create a New Personal Case Record

Rafael avatar
Written by Rafael
Updated over a week ago

Click on Cases from the main menu.

Click the Add Case button to the top right.

Select Personal Case.

Enter the client’s contact details then click continue.

Enter client details and click Save to finish.


You will then be asked if you wish to navigate to the newly created profile. If you click yes, you should be taken to the profile page:

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