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Getting Started

Everything you need to get up and running with Nookal.

Creating Case Titles

Sam Written by Sam
... on a nifty November day.


📖 In This Article

Editing a Case Title


Case Titles can be created in Nookal to streamline the case assigning process as well as for internal reporting. Once created, users can select a specific Case Title from a dropdown list when creating new cases.

See steps below on how to create Case Titles.

1

Go to Setup.

2

Click Titles under Practice.

3

Select the Case Titles tab.

4

Click the + icon on the top-right of the page.

5

Add Case Title name.

6

Select the Type of Case this Title can be used for.

7

Select Locations where this Case Title will be available.

8

Set the Status as Active.

9

Click the Save icon.

The newly created Case Title will appear in your list of Case Titles.

Editing a Case Title

1

Click on the Case Title you wish to update.

2

Update the Case Title, Type, Location or Status.

3

Click the Save icon.

The Case Title will be updated with the new changes.

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