This article explains how to rename an existing case from Case Settings. It includes how to locate the Case Name tab, edit the case title, and save your changes. Once updated, the new name is applied everywhere the case appears in the portal.
Step 1: Open Case Settings
After opening the case, click the Settings tab.
Step 2: Select the Case Name tab
Click the Case Name tab in the left panel.β
βStep 3: Rename the case
Enter the new case name in the Case Name field. Once the name is entered, the Save Changes button will activate. Click Save Changes.
View the updated name
The case name will now be updated across the platform, including your dashboard and reports.