This article applies to lendersHover over Cases on the main menu bar for a drop-down of your current cases based on status such as Open, Repossessed, Completed, Closed, On Hold, and Need More Info.
Note: You have the option to select the case status or choose from the given time parameters for that particular case status.
For example, you can click on Open to view a list of all open cases or drill down to a timeframe by selecting Open > Today to see the open cases from Today.
To view a list of cases in a particular status, click on the desired status.
For example, click on Cases > Open to view a list of all open cases.
From the case list you can:
Click on the Case # to open the Case Details page to view all the case information where you can make case updates, and complete other actions related to that specific case.
Note: You can also view case details by clicking on the gear next to the case and select
Export As: export the case list information via PDF, Excel, or CSV files
Configure Results: customize the case information displayed on the list by dragging & dropping from the Available Data Fields to the Displayed Data Fields and vice versa.
Click Save and Reload when you have chosen the information details you want displayed on the list.
