Quick Overview:
Detailed Overview:
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: