Edit Case Statuses

Customize case statuses to organize your information to see where your cases are in your process.

Add Case Statuses:

To add Case Statuses, select Admin > Organization.

Select Case Statuses > Add Status.

in Case statuses from sidebar, select Add Status button

Enter a Status Name and select the Case Type you'd like this status to go under.

If you'd like to lock any information when a case is set to this particular status, make sure to select the Actions check-boxes that apply.

Actions check-boxes

Save and your case status will appear on the Case Statuses list.

Edit Case Statuses:

To edit a case status, select the Name of the status you'd like to change.

Select name of status to change in Case Statuses

Any changes made will apply to all existing cases.

You can also drag and drop the arrows next to each status to change the order they appear on the Case Statuses list.

Delete Case Statuses:

To delete a Case Status from the main Case Status listing, select the trash can icon.

trash can icon to delete

Select the status you'd like all cases with the status you're deleting to move to and Delete.

delete pop-up

Commonly Asked Questions:

What's the difference between Case Statuses and Case Tags?

Case Statuses help you to see what stage the case is in, whether it's New, In Progress, or Pending Payment. Because Case Status identifies where it is in the process, you can only pick one. Tags, however, can get much more detailed about the type of case or where it's coming from. Therefore, you can add as many tags to a case as needed to get accurate reporting.

Need More Information?:

Need Help? Email us at support@passare.com or call 1-800-692-5111!