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Creating a case using the wizard
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| 1. | The case wizard is launched from the Case toolbar button.
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| 2. | Select the kind of client to which the case relates. In this example, the client is an individual.
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| 3. | The wizard asks you to enter the client's name (unless it is an anonymous client), and provides a list of matches from existing client records. Only use the New Client button to create a new client record if you are sure the client does not already exist in the system. In this example, there is an exact match. Double click the exact match to create the case for that client:
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| 4. | The New Case screen is used to perform the rest of the steps.
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