How to find a Case

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:


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