Paul Hunter-Rowe

Help Topics Insight Display Types Table View Calculation Table View Bar Chart Combo Chart Line Chart Pie Chart Insight Display Types Your Insight will have a number of available options, but w...

Help Topics Filters Selecting a Record/Case to View/Edit Promoting a Record to a Case Marking a Record/Case as Sensitive Closing a Record/Case Accessing Records/Cases Once your Record or Case is ...

Help Topics Creating a New Record/Case Left Panel Template Title and Summary  Actions  Attachments Removing an Attachment Details Timeline Right Panel Status Severity Affected Areas Tags Assig...

Before you can create a record or case, you must tell the Cases how you want to record the information. This is done by creating templates. To create a template, click on settings on the left of th...

In the previous post, you learned how easy it is to configure a very basic template. We'll now show you how to use that template to start capturing your first record. First, let's create a new Reco...

So you've got a basic template, but you now want to capture some other specific information. You can achieve this by adding fields to your template. There are many field types to choose from, but f...

In the previous article, we looked at how to create fields.  Fields are used to capture specific information in a record or case, so next we'll add them to your template. When in settings, click Te...

In the last step, we walked through creating new fields.  We then updated your template and added your new fields within a new section, and now we are going to create another new Record so you can ...

There will be occasions when a record needs to be escalated.  In SureView Cases, this is achieved by promoting your Record to a Case. Let's do that now.  In the results of your new view, find Getti...

Help Topics About Notifications Display Notifications Notification Ordering Browser Notifications Selecting Notifications About Notifications Under certain conditions, Notifications are triggered...