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Process of Developing Cases

This process consists of tasks that users typically perform when developing cases. Your agency might follow a different process according to its business requirements.

To develop a case, users perform the following tasks:

• Adding Details to Case Records
• Using Assignment Manager to Manually Assign Organizations to Cases
• Adding Attachments to Cases
• Adding Notes to Cases
• Adding Literature to Cases
• Adding Accounts to Cases
• Adding Contact Information to Cases
• Adding Addresses to Cases

This process is a step in Roadmap for Managing Cases.