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: