This article explains how to add new Case Types and edit existing Case Types in Unity® Accounts.

You need to open the Coredata program to add a new Case Type. To do this:

1. Click View and select the Coredata program
2. Click Maintain on the top toolbar.
3. Select Case Types to open a Case Type Maintenance window.

Adding a New Case Type

Follow the steps below to add a Case Type:

1. Click Insert.
2. Enter a Code and Description.
3. Enter a Sort order to dictate how items appear on the Case Type list.
4. Untick the Active checkbox to mark the Case Types as inactive. The Case Type will no longer be available for selection within the Accounts and Coredata programs.
5. Select a Dept (Department).
6. Enter a Prior Average Case Cost if applicable.
7. Select Years Until Destroy date.
8. Click Save.

**The Years Until Destroy date setting will be referenced when you archive a file to automatically add the default number of years to the closed date to assign a destroy date. **

How to Edit an Existing Case Type

Follow the steps below to edit a Case Type:

1. Select a Case Type from the list.
2. The information for the selected Case Type will be displayed in the Details section, and any field can be edited.
3. Once you have edited the Case Type Details, click Save.

How to Delete a Case Type

You cannot delete an item; you can make it inactive instead. Follow the steps below to make a Case Type inactive.

1. Click on the Case Type from the list.
2. Untick the Active checkbox.
3. Click Save.

** By default, inactive items are not displayed within the Accounts and Coredata program or on the reports unless you specifically request to view them via the options. **

Related article

Client Type Maintenance