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  1. Decisiv
  2. Help for Vision

Help for Vision

How to perform customer search and create custom views of your cases using the Vision application.

Getting Started

  • Log in and out
  • Overview of Vision
  • View your cases
  • View case details
  • Edit Account Settings
  • Change your Vision password

Customize Your Case View

  • Create a Custom View
  • Create a Custom Search
  • Export your Case View
  • Use the Filter Menu

Manage Favorites

  • Create a Favorite
  • Edit your Favorites
  • View Notifications for a Favorite
  • Set a Favorite as your Default View

Administrators

  • Invite Users
  • Manage User Access
  • Manage Account Favorites
  • Select Company Theme
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