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INSZoom - How to Update the Successive Case Steps Reminder/Estimated Dates?

How to Update the Successive Case Steps Reminder/Estimated Dates

This process is to show you where you can edit the settings to change your steps for the Reminder/Estimated Date. Follow these instructions if you would like the successive steps Reminder/Estimated Date to change when you update the previous step.

  1. Click Setup and go to Settings.
  2. Click Advanced Settings.
  3. Type in Misc in the search bar and click the search button.
  4. Click the Edit button and select the option, "Update reminder dates for the successive steps and sub steps".
  5. Change this setting to "Yes" and Save.


  1. Now user can go to a client's case, and find the shortcut for "Status & Reminders/Steps".
  2. Select a specific step and click Edit. The original "Reminder/Estimated Date" will be opened.
  3. Edit the "Reminder Date".
  4. When the date is changed, all successive dates will adjust accordingly.
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