How to find a Case
Search for a Case
To access cases, simply go to the Cases page on your Dashboard:
You can use the filter to find cases by:
- Tags - Cases with specific tags
- Status - Cases that are OPEN/CLOSED
- Source - Cases that are Internal/External
- Watched by - Cases that are watched by an agent
- Creation Date Range - When the case was created
- Minimum USD - The minimum amount the case must involve
- Maximum USD - The maximum amount the case must involve
- Disposition Date Range - When the case was dispositioned
- Entity
- Case name
- Disposition
- Subdisposition
- Subdisposition options
You can also search for cases using Custom Data:
The custom data filter supports the following operators In, Not In, Equal, Not Equals so that you can fill in logic such as search for a case where the transaction custom data is location:US:
The results appear right away:
Updated 5 months ago