Incoming

Creating ‘Incoming’ Types

Here you can create your ‘Incoming’ information, such as services, departments and people who may have signposted/referred members to your Advice Centre.

1. Click ‘Create Incoming’;
2. Enter the name and contact details of the service;
3. Click ‘Submit’.

Once you have created your ‘Incoming’ sources, these will be available for selection when you go to add any information in the ‘Incoming’ tab of a case.

---

Created on 12th January 2022