Manage Custom Status

In this section, you can find information about managing the case status. You can add, delete, and edit the case status.

Add Custom Status

To add a custom status:

1. On the Entities Management page, in the Case Status tab, click the + button.

   

   Add a Custom Status window opens.

   

2. Select the Stage from the list.

   

3. Enter a custom Value if you want to customize the case label.

4. Select a Color for the label.

   

5. Click the Confirm custom status creation button.

A custom status created successfully message appears.

Edit Custom Status

To edit a custom status:

1. On the Entities Management page, in the case status tab, click the ellipsis(...) corresponding to the value you want to edit.

2. Click Edit.

   

   Edit a Custom Case window opens.

   

3. Edit the required fields.

4. Click the Confirm custom status update button.

   Case status edited succesfully message appears.

   

Delete Custom Status

To delete a custom status:

1. On the Entities Management page, in the case status tab, click the ellipsis(...) corresponding to the value you want to delete.

2. Click Delete.

   

   A delete confirmation dialog box appears.

3. Click OK.

   

   Custom Status deleted succesfully message appears.