To access all your sent, claimed, and received Cases go to the Cases menu on the left-hand side of your screen. Here you can access two different tabs: Sent Cases and Inbox
On this page:
👇 Click on the arrow in the bottom right corner to enlarge the image. Then click/hover over the interactive buttons.
Sent Cases
Under the Sent Cases tab you'll find a list of all Cases that you have sent to a Team or Individual. You can use the filter to sort according to active, pending or closed Cases.
💡Once the Case has been actioned, the Team member who claimed the Case might request the Case to be closed.
Once you're satisfied with the resolution of the Case, click into the Case and press Close. This will confirm the request to close. If further assistance or information is required, you can reopen the Case.
Inbox
Under the tab Inbox tab you'll find a list of all Cases that you have claimed via a Team and Cases that were sent to you directly.
You can use the filter under 'All' to identify:
- ⭐ My Cases: All of your claimed Cases (via a Team & Direct Cases)
- ✔️ Sent to Me: Cases that were sent to you directly (not claimed yet)
💡Tip: It’s recommended to claim a direct Case to let the sender know you are actioning it.