Navigation Menu - Closes/Holds - Agents Print

Modified on: Thu, 2 Jun, 2022 at 9:33 AM

This article applies to agencies

Closes/Holds is the list of cases that have a pending status change request.

The Pending Close/Holds page displays a table with filters, export functionality, and result configuration.

From here, you have the option to accept a case the hold individually or in bulk.  

  • If selecting multiple cases, click the box next to the case(s), and click on Accept Checked Closes/Holds button.

  • To accept individual cases, click on the Accept Hold or Accept Close button to the right of the case. 

After clicking to Accept, a pop-up box asks you to confirm you want to accept the cases, which will commit the case to close or on hold.

Click to Accept or Cancel.

If accepted, the client is notified when the status changes.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.