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How to filter on/search specific cases

  1. To do this go to the Cases tab.
  2. In the right top corner you select Filter.
  3. This will create a card where you can select your filters.
    • Name - Search the name of the case.
    • Last modified - You can choose a previous time duration. Or select a date on the calendar.
    • ID - The case ID.
    • Status - Check the box with the status of the case you're looking for.
    • Clients - Select to which Client a case is linked.
    • Show deleted cases - Shows all cases that have been deleted.
    • Assign filters - Shows all cases that have you as assignee.
    • Hit filters - Select the filter(s) of the cases that have or have not been resolved or cases that have updated hits
    • Reset filters - Set all filters back to default. The default is that no selections have been made and the field are not filled in
    • Export cases - Make a global case report of all the cases that comply with all the selected filters.