For: Admins, Managers, and Staff
View a case's details and IDs
See a case's status, stage, IDs, type and date opened, change the custom fields your role allows, and copy an ID to share with support.
In this article3 sections
A case's Overview, in its menu, shows the case's status, stage and details, the custom fields your role can see, and its IDs.
Status, stage and dates
The top of Overview has the case's title, then:
| Detail | What it shows |
|---|---|
| Status | Opened or Closed, with the case's case typeCase type A category for cases, such as general, used to aim automations at the right cases. beside it. |
| Date Opened | The day the case was opened. |
| Stage | The case's stageStage A step a case moves through, such as Intake or Demand sent, which the firm names and describes and which shows on the case page. by name, with its description beneath it, or No stage. The stage also shows beside the case's name at the top of each section; point at it there, or tap it on a phone, to read its description. |
On an open case, the built-in staff role, like any role allowed to change the status, sees Change Status instead of Status, and can close the case from Overview. A closed case is reopened from Edit Case in the Admin Panel. A role allowed to change the stage, the built-in staff role included, picks it from a list under Stage on open cases, with No stage to clear it. See Edit a case and Set or change a case's stage.
The title, case type and date opened are changed in the Admin Panel's Edit Case, not here.
Description and custom fields
Under Description is the case's description, if it has one; the built-in clients role doesn't see it, and it's changed in Edit Case. Below it, Overview lists each custom field your role can see, under the label your firm gave it. If your role can change any of them, choose Edit, change or clear the values and choose Save. A field marked * can't be left empty.
The built-in roles see no custom fields until an Admin ticks them for the role; see Add custom fields to cases. On a closed case, nothing on Overview can be changed.
IDs
Under Identifiers:
| Detail | What it shows |
|---|---|
| Hub Id | Your hub's ID. It starts with ca-. |
| Reference ID | Your firm's own reference for the case: its Tag IDTag ID A permanent label you give a case, such as rear-end-2026, also shown as Reference ID and used in imports.. |
| Case Id | The case's own ID, which no other case has. It starts with cc-. |
To copy an ID, choose the copy icon beside it; Copied shows. To ask CaseActive support about a case, give them its Case Id.
Your firm may have changed what each role can do on a case. If an option described here is missing, ask an Admin of your hub.