Claims and returns
In progress
In short
Section titled “In short”Claims are a standalone menu item in the Operations section. The module is still changing — a detailed guide will be added once it is verified against the running app.
What it does
Section titled “What it does”Where to find it in the app: Operations → Claims
- Tracks claims and returns from intake to closure.
- Can issue a document for a resolved case.
- Has its own e-mail templates and ready-made automations.
How to set it up
Section titled “How to set it up”Step-by-step instructions are being written. For now this page states where the feature lives in the app and what it covers.