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How do I view and manage cases in the Field Admin Console?

How do I view and manage cases in the Field Admin Console?

As a field admin, you can view and manage cases using the Cases table. The Cases table will display all open cases in your account but can be filtered to display cases that meet specific criteria.

You can log in to the Field Admin Console at adminconsole.canvaslms.com.

Note: Field Admin Console features may vary based on account and user settings. Based on the permissions for your role, you may not be able to view or use the features described in this lesson.

Open Cases

In the Field Admin Console home page, click the Cases tab.

View Cases

The Cases page displays the Cases table, which lists open cases from accounts you manage. Each case displays a case number [1], status [2], subject [3], user who created the case [4], date of last modification [5], date and time the case was opened [6], owner name [7], and account name [8].

Filter Cases Table

To filter the Cases table, click the Filter menu [1]. You can filter cases by status, cases created today, cases assigned to you, recently viewed cases, or triaged cases.

To pin a filter as the default view for the Cases page, click the Pin icon [2].

To search the Cases table, click the Search field [3]. To refresh the table, click the Refresh button [4].

Open Case

To open a case, click the case number.

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