Key Topics Covered
Accessing Case Details: From dashboard, master search, and within a case
Master Search functionality: Search by name, case ID, or phone number
Key shortcuts and navigation tips:
Checkbox overrides (First Caller = Informant, Informant = NOK, etc.)
Quick editing without multiple clicks
Moving between case sections efficiently
Understanding the sections: Decedent, First Contact, Informant, Arrangements, etc.
Custom fields: When and how they appear
Breadcrumb navigation: Using the case navigation bar
Video Walkthrough: