Edit the Retained Date

Modify or update the date a case was retained to maintain accurate reports.

NOTE: This can only be done by a firm administrator or someone with the User Can Edit Date Retained permission.

• Click the green arrow next to the case status and select Edit Case Index or click, "i" on your keyboard.

• A pop-up window will appear.
• Edit the Date Retained and click Save. 

• The new retained date will be saved and reflected in reports.