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This How-to covers creating a new law type intake questionnaire and updating a law type questionnaire.

Instructions

  1. Click New > Questionnaire in the Prevail Toolbar.

...

  1. Select the desired questionnaire.

  2. Enter the information in the questionnaire as prompted.

  3. For Contact type questions

    1. Click 'Attach'

    2. Search or create the necessary Contact.

  4. Change the answer to a question at any time by clicking on the question and then Clicking ‘Next’.

  5. Once complete, Click ‘Finish’.

Creating a New Contact.