Creating Custom Case Type - Without Global Case Type Video

In this video you will learn how to create custom case type from scratch, without using any global case type as starting point.
It covers, the case list, different pages and sections of the case management process. Case links menu item, case list with links to directly go to case questionnaires, documents, forms or summary.
How to create a contact in immicompliance.com.
There are three ways to create a contact
1. From Contact Manager
2. When you create a case
3. When you create an inquiry. 
This video explains how to create a contact in contact manager.
This is the first screen you see when you log in. This video will explain what you see on screen, where everything is, and how extensive the program is for your use.
This video explains how you can create your first case, in under 11 minutes you learn case creation from start to finish and complete any type of immigration case. 
Transcript of the Video:

Hello this video will show you how to add the staff more attorneys paralegals and other internal staff in your firm. This is the main screen when you login.

Go to the staff manager, when you click on this button

you'll be directed to this screen,

where do you see your existing staff members

and option to add attorney, paralegal, admin staff another assistant type of user.

Lets say you want to add an attorney, name email address phone number and location you would have at least one location already

Designated for you when you sign up with immicompliance so you'll have that you can also assign them to a group about the again you can do this later you can.

I like the location of Select if you want to be more particular about this attorney in practicing in particular State and what kind of a practice they are .

involved with

And also give them the permission to different moduls that you have, now in the case list you have multiple options you can limit the attorney or any other user too, like you can only allow them to certain parts of the case process or you can assign them to the whole case module, and give them a password and what happens is you can hand over this password to the user directly yourself and they will receive a link via email to this email and they can log in using the password and user ID user ID being the email they can use those user ID password to log into the system since it has internal system user you have to provide them the password okay what are the password you set up for them. Now, if you were to add a paralegal.

You have the same kind of setup but  here you don't have a lot more options but you can just give the name of the paralegal email address phone number and location and that you can .

Like if you want this paralegal to bill hourly you can.

Click on this so we can collect the time spent by this paralegal on a particular case we can do that. But if you don't need to, don't have to. All you need is select the models that you want to provide access to this particular paralegal and you give a password that's about.

Thank you very much.

In this video we describe how to provide client portal access to contacts you create, 
The following items are described in detail
  • How to create contact and provide them portal access
  • How to verify and view the portal access for a contact
  • How would the system notify and provide contact their client portal login credentials
  • What happens when a case is created for a contact with portal access
  • How to view the data the contact has entered from their portal - Profile questionnaire data or case related questionnaire data
  • How to contact Immicompliance support team for further support
You can change password and /or timezone from your profile. Just click on your user name on top right corner, then click on edit profile to change password or timezone.
In this video you will learn how to upload logo for your invoices, and web profile.
In this video you will learn how to create custom case type from scratch, without using any global case type as starting point.
You will learn how to quickly create a custom case type using  one of the global case type as template and editing it further for your requirements.
In this video we will answer the questions

How to generate paper questionnaires for case I am working on, for offline users who are not using the client portals?

How to enable popups for Immicompliance.com ?

In this video we will answer the question:

What is Inquiry, and when is it used?  How to create Inquiry then follow up appointment and eventually convert it to case?

How to change user type and password for client portal access for contact
How to Create Invoice in Immicompliance with or Without Payment Plan
Follow these steps
1. Go to the case for which you want to create invoice
2. Under 'Case Links' on left column find and click on Invoices under Billing towards bottom of Case Links
3. Click on Create Invoice
4. Add the Item, Description and Amount. Also can provide discount, or create payment plans.
5. Record the payments 
7. Download and print or send the invoice in email to the client.
Create Custom Inquiry Type and Custom Inquiry Status Sub type
1. Go to settings
2. Select Custom Inquiry Type Setting
3. Add a new Inquiry type
It will be added to your account and will be available for any new inquiries you create.

For setting up Custom Inquiry Status Sub Type
1. Go to settings
2. Select 'Manage Inquiry Substatus' button under 'Show and Manage Inquiry Substatus' in the middle of the page.
3. Add new inquiry status sub type.
It will be available to use on any inquiries in your account.

Set up custom to-dos to minimize data entry for routine to-do items by creating them once and reusing multiple times. Only Firm admin can set it up for any staff member.
1. Go to Settings
2. Under General Settings click on  "Custom Todo Setting"
3. Click on Create New Custom Todo
4. Enter the information needed to set up the To-Do item including the staff member the to-do is assigned to and suggested day of the week, such to-do to be worked on.
Go to Settings
scroll down until you see " Todo Due Date Sorting Setup"
Change the sort order (the default is descending by due date) to ascending if you need.
Next item in list is "Todo Priority Value Sorting Setup"  (default sort order for this is also descending, you can change it to ascending if needed)

The change or sort order will be implemented right away, please refresh the to-do list to see the change reflected.
Login to the Portal
Complete Petitioner Questionnaires
Complete or Review/Edit Applicant Questionnaires
Upload Documents for Petitioner and Applicant from Checklist Items
View Invoice and Payment History.
Click on case manager.
Click on a case from the list, or click on any icon from the far right side of the case under "Action "column.