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  1. Take 44 / NextAgency
  2. Using NextAgency Videos
  3. Managing Cases

Articles in this section

  • Case Record Overview (Groups and Individuals)
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  • NextAgency & Ease (formerly EaseCentral) Integration: How it Benefits Your Agency
  • NextAgency - Adding Employees to Cases
  • Adding (or Associating) Dependents to Cases
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  • Managing Case Custom Fields
  • Archiving and Deleting Cases
  • NextAgency - Merging Case Records
  • How to Manage Renewals (Best Practices)
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Managing Case Custom Fields

Hussain Ali
  • June 14, 2021 00:04
  • Updated
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A tour on how to manage (create, edit, delete) case custom fields within your agency portal.

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Related articles

  • Archiving and Deleting Cases
  • Contacts 2.0 - Changing the Way Contacts Are Managed Within NextAgency
  • Managing Workflows and Checklists
  • Managing Case Stages
  • NextAgency: Settings

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