How do I view all the cases in my company?

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 

20220102 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

20220102 company overview search and filter

  • 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 

20220102 Last Opened

💁 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 

👷 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. 

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