1. You cannot edit or remove
default case statuses, but you can add, edit or delete custom statuses.
2. Open the cases section by
clicking on Cases in the left menu bar.
3. Click on settings icon
on the top left of the Cases header in blue color to view settings options.4. Select ‘Add or Edit Case
Status’.
5. To add a new case status:
a. Type the new case status name
in the ‘New Name’ text box and press the ‘Add’ button below it.
b. The new status will be added
and shown at the bottom of the list box in the Change Position Order or Delete
section.
c. To move any status up or down
the list, select it and use the up or down arrow buttons to move the selected
type one place at a time.
d. Press Save button to implement
your changes.
6. To edit an existing case
status:
a. Select the existing item in the
list box.
b. Click on the edit icon (with a
small pencil on it).
c. A dialog will appear showing
the existing item name in a text box.
d. Change the item name and press
Save.
7. To delete a custom case status:
a. Make sure that the status to be
removed doesn’t apply to any cases in the database. To remove a status, no case
can have the status attached to it.
b. Select the existing status in
the list box.
c. Click on the delete icon (with
the bin icon on it).
d. A dialog will appear to confirm
deletion.
e. Press OK to remove the type.