Edit a Helpline Case

You have created a Helpline case and you now need to amend some details. This article will show you how to edit an open Helpline case.


[ VIDEO HERE ]


  • Within the Helpline module, select the 'My Cases' tab.
  • All 'open' cases are listed. Click the Reference number of the case you wish to edit.


  • Once the case is open, there are buttons that allow you to edit general details, add actions, add notes, or upload attachments to the right hand side of the section headings.


  • Click the button to edit, add or upload.