At any time, you can mark a Case as “Closed.” When you do this, you will be prompted to fill out two fields:

• Case Closure Reason

• Case Closure Reason Comments

Open

When a case is in a Closed status, you can view the Closure Details by clicking the “Closure Details” tab on the case:

Open

Closed cases are still very editable and searchable in the system:

• You can still edit cases that are in a Closed status.

• You can find closed cases in many ways

  • List Views

  • Reports

  • Searching

  • Contact Records

• Closed cases will not show up in “Open Cases” List Views or Reports