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