CivilStamp

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Assign cases

Admins and office staff assign cases. An assigned case goes to the server's phone, with a notice if they allow notifications.

  1. Open Cases on civilstamp.com.
  2. Select the cases, choose Assign to and pick the server. Or open one case and pick its server.
  3. On Map, click pins, or click Select an area and drag across them. Then choose Assign to.
  4. The cases show up on the server's phone as New.

Each name in the menu shows that person's load, like "Pat Lee · 14 open · 3 due today".

To take a case back, assign it to someone else or to Unassigned. It leaves the first server's phone.

Still stuck? Contact support. We reply within one working day.