A step-by-step guide on how to change the case ID
⭐ Company Admins can change the case ID of any case on the platform
⭐ Case Owners can change the case ID only of their own cases
⭐ See here for more information about permission levels
- Open the case you need to change the ID on. How do I locate a case I'm working on?
- On the dashboard, the current case ID is displayed on the left hand side at the top of the menu bar
- Click the edit icon next to the case ID
- You'll be redirected to the settings page
- Amend the case ID as needed and click Save
- The change is instant
💡 Just like when you create a case, the case ID must be unique. The system will inform you if there is a case already created with the same ID
👷 Our team are regularly making improvements and adding new features. Some things may have changed since this guide was written as functionality gets even more fabulous. If you need further assistance, please contact the Customer Success team who are always happy to help
🖥️ Chat to us through the knowledge base - click the chat icon in the bottom right corner of this page
☎️ Call us on 020 8152 2902
✉️ Email us on support@legal.exizent.com