OpenEye SaleGuard - Manual (Page 5)

5
Case Overview ................................................................................................................................................... 53
Adding a Case Type ...................................................................................................................................... 53
Flagged Transactions ......................................................................................................................................... 54
Adding a Transaction to a Case File .............................................................................................................. 55
Attachments ........................................................................................................................................................ 56
To Add Attachments to a Case File ............................................................................................................... 56
Video .................................................................................................................................................................. 57
Attaching Video to a Case File ....................................................................................................................... 57
Notes .................................................................................................................................................................. 58
Adding Notes to a Case File .......................................................................................................................... 58
Alerts .................................................................................................................................................................. 59
Configuring Alerts to Present in a Case File .................................................................................................. 59
Export Options .................................................................................................................................................... 60
Appendix A: Key Performance Indicators ............................................................................................................... 61