Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Note
RECOMMENDATION: Consider hiding, rather than deleting, Cases.
  1. Find the desired Case
    1. through opening the containing Cabinet and selecting it,
    2. or using the scroll bar on the Cases panel,
    3. or with the help of the search bar on the Case Manager screen.

Image RemovedImage Added

  1. When selecting from the drop-down of possible hits, the Edit Case pop-up window automatically opens.
    When selecting the Case from the list, either double-click the Case title or highlight it then click the Open button in the Cases panel.

  2. The Edit Case pop-up window for the Case opens.
  3. Click the 'three-dot' (options)icon in the top right corner of the pop-up window and select Delete.


Image AddedImage Removed

  1. A confirmation pop-up appears.

    Image Modified

If confirmed, the Case will be deleted.
Image RemovedImage Added

Info
titleRelated pages

Content by Label
showLabelsfalse
showSpacefalse
sorttitle
excludeCurrenttrue
cqllabel = "case-how-to"

Tip

For further information, visit our Case Manager and Cases - How to pages, or watch our Case Manager Training Videos.