INSZoom - Change Case Status
Change Case Status
As a case goes through its life cycle, it's good practice to update the case status at each stage.
From the Case List, select a case.
Select Details/Dates from the sub-menu.
Click Edit at the top of the screen.
When the pop up appears, scroll to Case Info. Use the drop-down to select the appropriate status.
Update date fields as appropriate.
Click Save.
A pop-up will appear regarding Case Access Rights and Reminders. Make changes according to your firm's processes.
Click Save.