The All Cases list gives you a convenient list of all cases in the system, both Active and Inactive. Whether a case is active or not is determined by the Case Status. You can choose whether a case status is active or not via the Settings > Case Customization area.
Over to the left of this screen, click on the Cases category for more Questions and Answers related to Cases and Case Lists.
In the upper right of this screen, click on the magnifying glass and you may search for cases, in the Knowledge Base to find related Questions and Answers.
Need more help?
Related Articles
Active Cases Resource Page
The Active Cases list gives you a convenient view of all cases that are, well...Active. Ones that are new or you are working on, or perhaps wrapping up. Whether a case is active or not is determined by the Case Status. You can choose whether a ...
Invoice Support Resource Page
The Invoice feature of the system allows you to create invoices on cases directly from the system. Start by setting up billing and invoices. Click on Settings then go to the Billing & Invoices Settings Over to the left of this screen, click on the ...
Calendar Resource Page
The Calendar gives you an overview of all Reminders, Staff Schedules, Case Assignments, Employee Off Days, Vacation Days and Sick Days. The Calendar can be synced with your favorite calendar, such as Outlook, Google, IPhone, Yahoo, and more. Over to ...
Vendors Support Resource Page
The Vendor Section provides a list of all vendors or subcontractors utilized by your company. Each vendor has a profile where you can keep their contact information, details, notes and assign them roles. You can also track their license and ...
Clients Resource Page
The Client Section provides a list of all clients within the company. Each client has a profile where you can keep their contact information,details, notes and provide access to the system. Over to the left of this screen, click on the Clients ...