Case types define the different types of cases your organization handles. The system includes a prepopulated list of case types, but you can add new ones or modify existing ones to adapt the list to your organization’s needs.
Add a Case Type
- Go to Case Files > Settings > Case Types.
- Click Add Case Type.
- Select a folder color, enter a Case Type Name, and provide a Description.
- Click Save.
Edit a Case Type
- Go to Case Files > Settings > Case Types.
- Hover over a Case Type and click Edit.
- Make the necessary changes, then click Save.
Delete a Case Type
- Go to Case Files > Settings > Case Types.
- Hover over a Case Type and click Delete.
- Click Confirm.