Configure the case table

On the Cases configuration page, you can choose which data columns appear in the Cases overview table, make columns filterable, and change the order in which they appear.

Before You Begin

You must be a system administrator to configure the case table.

Steps

1. In Collections, select Settings → Cases configuration.
2. Select Add.
3. Select the data you want to display from the Column definition dropdown.
4. (Optional) Select Is filter to enable filtering by this column in the Cases overview table.
5. Repeat steps 3 and 4 until you have built the table to your satisfaction.
6. Select Save configuration.

Note: At any point during configuration you can use the Change position handles to rearrange the order in which columns appear, or select Delete to remove a column from the list.

Related Articles

• Cases Overview
• Create and Manage Dispute Cases
• Create Custom Fields
• Create Case Workflows
• Resolve Disputes

Need Help?

If the Cases configuration option is not visible in Settings, confirm that your account has a system administrator role. Contact the Billtrust Support team for further assistance.