Tracking your Sent Cases

After creating a Case, you can access it from the Case menu and keep track of its status. Additionally, you have the option to engage in a one-on-one chat with the Team member who has claimed your Case.

1. To access the Case list, navigate to the Cases menu. Ensure that you are in the Sent tab.

2. Here you can filter your Cases by their status (active, pending, closed).

💡 You will be notified if someone has claimed your Case, and of any activity in the Case chat. For example, if the member of the claiming Team has further questions etc.

3. 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. Otherwise, you can reopen the Case.

4. Add a final note (if required) and press close. Adding a note is optional.

5. You will be able to access all 'Closed' Cases via the filter menu.