How do I find a case I'm working on?

Guidance on how to easily locate a case on the Exizent platform.

💁 Company overview displays all cases you and your team are working on

💁 Your overview displays cases only you are working on

  • You can find Your overview by clicking the menu icon in the top right
20220106 Your Overview with arrows

Use the filter or search options to find the case you want to work on:

  • You can search by Name of Deceased, Executor Name, Company Case ID
20222801 case dashboard filter and search
  • You can also filter by Status of case
20222801 close up of filter case dashboard
  • Open your case by clicking on any of the fields

👷 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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