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How to Duplicate, Close, Delete, or Reopen a Case?

How to duplicate a case? How to close a case? How to delete a case? How to reopen a case?

Updated over 2 years ago

You can duplicate, close, delete, or reopen a case by simply going to the intended case#show, then:

  1. Click the Settings icon on the top right sidebar.

  2. Choose the desired actions:

    • Duplicate

      If you need to create a similar case based on an existing one, saving you the effort of replicating all the case details individually.

    • Close

      If the case has been successfully completed or if you no longer intend to progress with it.

    • Delete

      If you have decided not to proceed with the case anymore and wish to remove it from the system entirely.

    • Reopen

      If you have decided to proceed with a closed case.

  3. Click on the chosen action to execute it. The case will be deleted, closed, duplicated, or reopened accordingly.

Notes:

Cases have three statuses to help you better identify them. The three statuses are Open, Pending, and Closed.

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