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How do I find the Client ID number in Cases
How do I find the Client ID number in Cases

This guide walks through how to find your Client ID number in the new Cases functionality

Support at Joy avatar
Written by Support at Joy
Updated over a week ago

When you are working with our support team, they may ask you to provide the Client ID number for a client in your Joy Case Management System. Here is a step by step guide to find the Client ID number when you are using the new Client Cases functionality.

  1. Log in to case.thejoyapp.com
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  2. In the main menu on the left, click on Clients πŸ‘‡
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  3. Select the Client from the list by clicking on their name πŸ‘‡
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  4. Towards the top right of the screen click on the Account button πŸ‘‡
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  5. In the side window that pulls out, scroll down and hover over the Joy Client ID
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  6. Click the copy icon πŸ‘‡ that shows to the right of the Client ID number
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  7. Send this number to our support team by pasting into an email thread or the chat window

8. Congratulations! You have now sent the Client ID to our support team. πŸŽ‰

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