OVERVIEW
How to create a new case status
How to edit an existing case status

SCREEN OVERVIEW
New/edit case status
Existing case statuses
Buttons

Overview

When building out a case, it can be helpful to keep track of how far along you have progressed in dealing with the issue brought forward by your vendor, customer, or employee. This can help to flesh out the trail of breadcrumbs and maintain a full and accurate record of how the issue was dealt with. That's why Method allows you to assign a status to a case, indicating the progress made by the user to whom the case has been assigned. Usually, the stock options are enough for most businesses, but sometimes the needs of your business will require an additional option or options. Thankfully Method allows you to create your own statuses and edit existing statuses as well. This section will show you how to create a new status, edit an existing status, and will provide a breakdown of the screen to explain each area in detail. Here we go!

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How to create a new case status

1. From Method CRM, go to Cases > New case.
2. Beside the Status drop down menu, click the ellipses button (...) or click on the drop down menu and choose Add new. Either of these options will generate the New/Edit Case Statuses screen.
3. Choose a name for your new case status. It should reflect the kind of status you wish to denote (e.g. Waiting on someone else).
4. Click Save to save the new status type. Once you refresh the screen, it will appear in the Existing case statuses grid below, as well as in the Status drop down menu on the New and Edit case screens. Clicking Save & New will save the changes and clear the field. Clicking Save & Close will save the changes and return you to the New case screen.

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How to edit an existing case status

1. Follow steps 1 and 2 from above.
2. In the Existing Case Statuses grid, locate the status you wish to edit and click Select. This will populate the field above with the information associated with this status.
3. From here, you can change the name of the status (which is the only field associated with statuses).
4. Click Save to save the changes to the status type. Once you refresh the screen, the changes will be reflected in the Existing case statuses grid, as well as in the drop down menus. The buttons function the same as above.

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Screen overview

The following is a breakdown of the New/edit case status screen. We'll take a closer look at each element of the screen (drop down menus, buttons, etc.) so you know exactly what each element does. We hope this will be a useful "glossary" of sorts for new users!

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New/edit case status

Let's take a look at the requisite field required to either create a new case status or edit an existing one. Bear in mind that editing just requires you to change the information you want to change - as long as the field with the red asterisk next to them is filled out, Method will save the record!

• Case status: This is the only field required for Method to save your case status record - and the only field on this screen! As mentioned above, it is simply a writable field used to give your case status a name, or to edit the existing name (which will appear here if you have selected a case status from the grid below).

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Existing case statuses

Of course, this grid functions the same way as other grids in Method (see our article on Grid functionality for more information). Clicking Select next to the case status you want to edit will populate the case status field above. Since there is only one field on this screen, you can only order or search the grid using that criterion.

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Buttons

As usual, you will find some familiar buttons at the bottom of this screen that offer you other options to be had. They are as follows:

• More actions: This button will allow you to Clear / New which will clear the field in preparation for a new case status, or Delete case status, which can't be undone.
• Save: This will save the changes.
• Save & New: This will save the changes and clear the field.
• Save & Close: This will save the changes and close the screen, returning you to the New case screen.
• Cancel/Close: This will close the screen without saving changes.