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How do I create new case tag, case status and office location?

As you create new cases, you may occasionally find the need for additional options.
NOTE: Tags, Case Statuses, and Office Locations are available for use office-wide.

Click on the Show all folders […] icon above the left navigation panel, select either Tags, Case Statuses or Office Locations.

Items list in right panel. 

To Create New:

  1. Click New button.
  2. Enter all required information in the form.
  3. Click Save.

To Edit:

  1. Click on the item Code.
  2. Make changes from the Edit window.
  3. Click Save.
  4. To exit and return to your My Cases folder, click the X in the upper right of the screen.

To Delete:

  1. Select item.
  2. Click Delete.

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