Phase Case to Team and Case Manager
Iris
|
8 steps
|
31 seconds
Filevine
1
Click "Builders"
2
Select the **Team** that you will be phasing the case.
3
Click "[[Team]]"
4
Click" **Type to filter...**"
5
Search for Case Manager's name.
6
Click "**Select roles...**"
7
Click "**Primary**"
8
Click "[[1ˢᵗ]]"