Cases

View case types

1. From the user menu select 'Settings'
2. Select 'Cases'
3. Select 'Case Types'
4. Any existing case types will be displayed.

Case types can be filtered by status either active or disabled.

New case type

1. From the user menu select 'Settings'
2. Select 'Cases'
3. Select 'Case Types'
4. Select 'New case type'

Case type information
5. Enter Case type name
6. Enter Case description

Case sub-types
7. Add any case sub-types. These are useful for categorising your cases and managing your workflows.

Case type availabilty
8. Choose to disable your case type for use later

Manage a case type

1. From the user menu select Settings
2. Select Cases
3. Select Case Types
4. Select View
5. You can now update the case type, manage case sub-types, enable or disable and delete case types.
6. Select Save to save any changes.

Case sub-types

1. From the user menu select Settings
2. Select Cases
3. Select Case Types
4. Select View
5. You can now manage case sub-types
6. Select Save to save any changes.

View case tags

1. From the user menu select 'Settings'
2. Select 'Cases'
3. Select 'Case Tags'
4. Any existing case tags will be displayed.

You can use the filters to view active and/or disabled case tags

Add case tag

1. From the user menu select 'Settings'
2. Select 'Cases'
3. Select 'Case Tags'
4. Enter your new case tag
5. Select + to add your tag. Your new tag will appear at the top of the list.

View case closure reasons

1. From the user menu select Settings
2. Select Cases
3. Select Case closure reasons
4. Any existing case closure reasons will be displayed.

You can use the filters to view active and/or disabled case closure reasons

New case closure reason

1. From the user menu select Settings
2. Select Cases
3. Select Case closure reasons
4. Enter your new case closure reason
5. Select + to add your case closure reason. Your new case closure reason will appear at the top of the list.

View case contact method

1. From the user menu select Settings
2. Select Cases
3. Select Case contact methods
4. Any existing case contact methods will be displayed.

You can use the filters to view active and/or disabled case contact methods

New case contact method

1. From the user menu select Settings
2. Select Cases
3. Select Case contact method
4. Enter your new case contact method
5. Select + to add your case contact method. Your new case contact method will appear at the top of the list.