Tagging Data and Editing Data - Deleting Records
video of this session
In this session we will work with the data already entered and work with tags, editing the data already entered and deleting records no longer wanted as part of the case. The PowerPoint attached takes you through the essential steps. You are strongly encouraged to backup any case before deleting records from the case.
Short Cut keys
Although it takes a bit of memorization, the short cut keys can actually help you get the work done in Casebook in short order! There is a list of all the short cut keys in our file cabinet page that you may download. I highly recommend that you do so and you can customize the short-cut keys as well.