How do I find closed cases?

Updated on December 21, 2017 06:40AM by Admin

Cases App shows your closed cases in “Closed” status. You cannot view the closed status by a simple search. However,  it is possible to view the closed cases, if you perform an advanced search by “Case number” and “Status”.

Lets go through the following steps.

Steps to Find Closed Cases Using By Status

  1. Log in and access Cases app from your universal navigation menu bar.
  2. Select "Lists" drop down and then Click on “By Status” and select “Closed” status from left navigation panel. Manage statuses through Settings -> Statuses.
  3. You can view the closed cases as shown in the image below:
    Closed Status

Advanced search

  1. Click on the tiny down arrow in “Search” field.
    Search Field
  2. Enter “Case#” and choose “Closed” status, click on “Search” icon.
    Advance Search
  3. You can view closed cases as shown in the image below:
    View Search Results

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