Lookup Cases Action button commands

Command Description
Change Case Information Used to change basic information for one or more applications, such as the square footage and declared valuation of a proposed construction.

See Changing case information.

Change Sites Used to change the primary site of a selected case, or to add associated sites. You can also select this option to change the case type.

See Changing a case's primary site.

Change Contacts Used to change contact information for one or more cases. You can add and remove contacts, and you can make a different contact the primary contact or the responsible account holder.

See Changing contacts for a case.

Change Case Status/Milestone Used to change the status or the milestone of an case.

See Changing case information.

Delete Case Used to delete a selected case.
Create Review Used to create a review for a selected case.

See Creating a review.

Create Inspection Used to create an inspection for a selected case.

See Creating an inspection.

Create Hearing
Add To Group Used to add one or more cases to a case group.
Remove From Group Used to remove one or more cases from a case group.
Associate a Parent Case Used to associate one or more cases with a parent case.
Associate a Service Request Used to associate a selected case with a service request.