Cases

Most of the time your cases will be created from a quote, but on the rare occasion that you have to create a case manually this […]

This guide will look at entities and what they do in Hoowla.  Once you have read the below you may also wish to read Creating Document […]

This guide will run through how to attach an email (along with its attachments) to a case. In this guide our emails are automatically syncing to […]

You have the ability to record the ‘Source of intro’ in a person/company card, which details where they came from. This is incredibly useful to record […]

Hoowla has in-built Risk Assessment functionality making it easy to complete risk assessments on clients and cases with Risk Assessment reports. This guide shows you how […]

Hoowla has made it easier to complete risk assessments on clients and cases with Risk Assessment reports.  This guide shows you how to complete a risk […]

This guide explains how to change and re-allocate a case in Hoowla to a different case worker.   Click the Cases link next to your name.   […]

This guide will show you how to add and remove a Hoowla template to a milestone within a workflow. This means that the added document will […]

There are some occasions when you may need to delete a case such as finding a duplicate case, or adding an incorrect case. The first and […]

There may be occasions where you have two clients who live at different addresses (for example, first time buyers or a divorced couple) and have to […]