Mass Update Cases by Using the Cases Dashboard

You can mass update cases by using the Cases or Cases-Old dashboard.

To mass update cases:

  1. In the modules bar, select Cases or select Cases Module Old.

    A list of Cases displays.

  2. (Optional) Use the Quick Search and/or More search options to filter the items that display in the dashboard.

  3. Locate the client service cases that are candidates for Mass Update, and click the Select option for each entry.

  4. Click Mass Update.

    The Case Mass Update form displays.

  5. Complete the Case Mass Update form:

    Assigned To

    Select a user to whom to assign the cases.

    Status

    Select a status for the cases.

    Due Date

    Select a due date for the cases.

    Priority

    Select a priority for the cases.

  6. Click the Save button.