E-Training*: Adding an Evidence Entry

This How-to covers creating a new Evidence entry.

For an instructional video of this material, click the link below:

Instructions

Click ‘New’ om the Prevail toolbar
Select Evidence
1. OR Click ‘Add’ from the Evidence tab
Select the desired category
Click the paper clip and select the appropriate Contact from whom the Evidence is being collected.
Change the type, if needed, in the Attach Type drop-down list.
If there is a cost associated with the evidence
1. Enter it in the Bill field.
2. Click the ‘Ledger Cost’ box.
3. Select the appropriate cost category from the dropdown list.
4. Click the ‘Pay to the Order’ field to attach the party who will be paid.
If there is damage directly associated with the evidence
1. Enter it in the Bill field.
2. Check the ‘Damage’ box
3. Select the appropriate damage category
Enter additional details into the Notes field.
Click ‘Save’