This article will guide you through how to view all the cases you and your colleagues are working on.
- When you first log in to the Exizent platform, you will be taken to Your overview
- From here you can click the menu on the top right and choose Company overview
- This overview will show you everything you and your team are working on with the case owner's name at the end of each case
- Filter by Closed to see completed work
- Filter by Open to view cases that are still being worked on
- Filter by Archived if you need to check on any cases deemed no longer relevant
- You can also use the Search function to search for Executor Name, Name of Deceased or Company Case ID
- Check the Last Opened column to ensure cases are being attended to. You can also sort this column from oldest to newest and vice versa
💁 Company admins and case owners can view open, closed and archived cases
💁 Delegates can view open cases only
💡 Using the functions on the Company overview page is a great way of managing workload and your team