Mark a Case as a Lead Case Kasandra Tyler June 03, 2024 21:25 Updated Navigate to the case. Select the dark green drop-down on the right-hand side. Select Make Lead Case. The critical case will be updated to Lead Case. Filter the Open Cases Report by using the View Only Lead Cases checkbox. Related articles Delete a Case Who Owns CASEpeer? Reset a Case Password Add a Case to the High Value Cases Report Indicate a Client is Deceased Comments 0 comments Article is closed for comments.
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