Settings for cases let you adjust the way the DocuNote client handles the cases.
| Setting | Description |
|---|---|
| (47) Information about how a case is displayed | Specifies the pattern formula for the case display name. For details, see ‣. |
Tip:
Right-click within the field and use the Insert tag context menu to apply the supported tag. |
| (63) Edit synchronized cases | Allows you to edit the cases that are synchronized with IntraNote CRM. |
| (70) Check permissions for case type | If Yes, the permissions could be assigned to the case types. |
| (570) Enabled case status conditions | If set to Yes, the conditions can be applied to case statuses under System setup>Case statuses. |
| (580) Lock case properties when case is locked
Please note: This setting is Discontinued from DocuNote 6.9. - Properties will always be locked. | Prevents user from modifying the case properties after the case has been locked.
Tip:
Changing this setting does not affect the existing locked cases. |
| (631) Send case shortcut | Ask: DocuNote will ask to select The default action every time you create shortcut.
Locate: Clicking the shortcut will Locate the item.
Properties: Clicking the shortcut will display Properties dialog box. |