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Edit the Retained Date
Edit the Retained Date
Updated over 6 months ago

Modify or update the date a case was retained to maintain accurate reports.

NOTE: This can only be done by a firm administrator or someone with the User Can Edit Date Retained permission.

  • Click the green arrow next to the case status and select Edit Case Index or click, "i" on your keyboard.

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  • A pop-up window will appear.

  • Edit the Date Retained and click Save.

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  • The new retained date will be saved and reflected in reports.

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