Attach/Detach Tips and Leads

When creating tips and leads within the Case Management module, linking a case and/or subject is not a required action.  This allows users to enter tips and leads details for safe keeping and come back at a later time to attach a case and/or subject as needed.  Tips and leads can also be detached from records.  When detached, both the tips and leads record and detached record will remain in the system and will be available to be linked to other records.  

Steps to Attach Tips and Leads to Record:

1. Hover over Case Management.

2. Hover over Tips and Leads.

3. Click View-Edit.

4. This will open the View-Edit Tips and Leads page.

5. Click the action menu under the Action column for the appropriate tips and leads record to be attached.

6. This option will be enabled only if the tip is not already linked to a case or subject.

7. Click Attach Record.

8. Select a case and/or subject from the dropdown within the Attach to Record popup.

9. Once selected, click Save to complete this action. The popup will close and will return to View- Edit Tips and Leads page where you can review all details.

Steps to Detach Tips and Leads from Record:

1. Hover over Case Management.

2. Hover over Tips and Leads.

3. Click View-Edit.

4. This will open the View-Edit Tips and Leads page.

5. Click the action menu under the Action column for the appropriate Tips and Leads record to be detached.

6. Click Detach Record.

7. You will be prompted to confirm your action.  Click Yes.