Change a clients Case Status

Step 1 - Open the Client's File


Step 2 - Select 'Details'


Step 3 - Navigate to Case Status and change as needed


Step 4 - Click on 'Update Client'


Learn how to Reactivate a Clients File here

Daniela Bozinoski -

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Comments 1

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    Annette Hunt

    I've been following these directions, however the status does not remain as 'closed' it reverts back to 'open'. Any tips to make it save as closed?