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    Home  >   FAQs   >  How do I edit a case in the Cases Module of the Partner Portal?
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    How do I install the partner portal? How do I add partner contacts? How do I add partner organizations? How do I give access to the partner portal? How do I navigate to the partner portal configuration page? What can I configure about the partner portal? How do I log in to the partner portal? How do I add records from the partner portal? Can I change my partner portal's password? How do I log out of the partner portal? Does the CRM have the capability to handle third parties, such as a client's partners, who have their own contacts? What is the Cases Module in the Vtiger Partner Portal? What is a Case ID in the Cases Module of the Partner Portal? What are the case statuses in the Cases Module of the Partner Portal? What are the priority levels in the Cases Module of the Partner Portal? What is the Ticket Category in the Cases Module of the Partner Portal? How can I upload files to a case in the Partner Portal’s Cases Module? How do Updates help in tracking case progress in the Partner Portal? What are Touch Points in the Partner Portal’s Cases Module? How do I add a new case in the Cases Module of the Partner Portal? How do I sort or filter cases in the Partner Portal’s Cases Module? How do I view case details in the Cases Module of the Partner Portal? How can I view my responses to partner's comments in the record created via the Partner Portal? How do I find who created a record through the Partner Portal? What happens if a partner who created or modified a record via the Partner Portal is deleted? How do I set up a follow-up for a Case created by a partner? How do I view partner comments on a record from the Partner Portal? How to find out who last updated a record through the Partner Portal? What is the Partner Portal? What is the time frame for the Partner portal login link?

    How do I edit a case in the Cases Module of the Partner Portal?

    Table of Contents
    Follow these steps to edit a case in the Cases Module:
    1. Log in to the Partner Portal. The Partner Portal dashboard opens.
    2. Click the Cases module in the top menu bar. The Cases List View opens.
    3. Click on the case you want to edit from the Cases List View. The case details page opens. 
    4. Click Edit. The Edit case page opens
    5. .Edit the following information in the Edit Case page:
      1. Summary: Update or revise the case description to better reflect the issue or request.
      2. Case Title: Change the title to make it more relevant or descriptive of the case.
      3. Status: Modify the current status of the case, such as Open, In Progress, or Resolved, depending on its progress.
      4. Priority: Set the priority level to Urgent, High, Medium, or Low based on the current urgency of the case.
      5. Partner Organization: Edit the organization associated with the case by either creating a new organization or selecting from the existing list.
      6. Ticket Category: Update or change the case category, such as Sales, Implementation, Support, or Customization Service.
    1. Click Save.
    After you edit a case, the updated details are saved and displayed on the Case Details View page.
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