Case Actions

When viewing and editing cases there are several actions that can be taken on the case. Many of the actions listed below are dependent on the permissions granted to your user account and may not be available.

Editing A Case

New cases created by incoming interactions will automatically be opened in edit mode.

To edit existing cases, follow the steps to View An Existing Case, then click the Edit button within the case.

Once in edit mode, changes and updates can be made as needed. Refer to the Case Fields documentation for specifics on editing fields within the case.

Saving A Case

Once all changes and updates have been made click the Save button to save the case. A validation will be performed and if any required fields are missing they will be highlighted and notated in red. After a successful save, the case will be returned to view mode.

Discarding Changes

When in edit mode, if changes have been made in error and you whish to discard them, click the Discard button. Any changes made will be discarded and the case will be returned to view mode.

Closing A Case

Whether viewing or editing a case that has a Status other than Closed, the Close button can be used to change the case status to Closed. When the Close button is clicked, the paged will be navigated to the Comments tab of the case with the Change Status After Comment dropdown set to Closed. Enter a comment if desired or required, then click the Submit button to comment and close the case.

Deleting A Case

To delete a case, click the Delete button. Deleting a case will permanently delete the case from MotionCX and can not be recovered. All data and relationships of a deleted case will be lost.

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Deleting Cases

It is recommended to only delete cases when a case contains invalid data. Cases that are valid should be Closed, not deleted.

Case Link

The case link is a quick way to copy and share a link to a case. While viewing or editing a case, click the Link button to display a link to the case. The link can be manually copied, or the Copy Link button can be clicked to save the link to your computers clipboard.