Adding a transaction to a case file – OpenEye SaleGuard User Manual
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1.
Find the desired transaction using the
Search Data
page.
2.
Right-click on the
transaction row
, and then click
Attach to Case
, followed by
Add Transaction
to Case
.
3.
Modify the additional case information such as
Status, Assignee,
and
Notes
.
4.
Click
Select.
To create a new Case File, click
Create
New
.