Cases
On the left, click the Case Management navigation button, or click the Cases navigation tab within the Case Management pages, to open the Cases page. The Cases page contains a master list of all cases you are associated with, sorted by case name in a grid.
NOTE: When you copy or move a case to a folder that contains a case with the same name, or copy a case to the same folder in which it resides, the system appends the copied or moved case name with the number of times that name has been duplicated in that folder. Example: The original case name in a folder is "Valued Client". When you copy or move another case with the same name to the folder, the system appends the next number to the end of the case name, as in "Valued Client 1".
Use the Case Management grid on the Cases, Folders, Shared Cases and Home Office pages to select and open items, sort the columns, search for a case, and go to multiple grid pages.
Go to Multiple Grid Pages
- Scroll down to the bottom of the grid page.
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Click the Previous, Next, or numbered buttons to move through the grid pages.
Open a Case
This feature is available in the Case Management grid on the Cases, Folders, Shared Cases and Home Office pages.
NOTE: The advantage of using the Folders page to open a case, is that the number of cases to search through is limited to the number of cases within a single folder versus searching through all cases in the master case list on the Cases page. Once you select a folder on the Folders page, the cases within that folder appear in a Case Management grid that is similar to the grid on the Cases page.
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On the left, click the Case Management navigation button to open the Cases page in Case Management.
If you know the folder in which the case is stored, click the Folders navigation tab and then click the name of the folder in the Folder Name column of the Folder Management grid. - In the Case Name column of the Case Management grid, click the name of the case to open the case.
- If the case is not on the first page of the list, use the search feature or click the page navigation buttons or numbers at the bottom of the page to find the case.
Select Items in the Grid
The selection process is the same for all grids.
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Select individual items in the grid:
In the left column of the grid, select the check boxes to the left of the item names that you want to take action on.
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Select all of the items on the active grid page:
Select the check box in the title row of the left column to select all of the items on the active grid page only. Click the check box again to clear the check boxes for all of the items on the active grid page.
This does not affect the remaining grid pages.
Sort the Grid
Most of the grid columns are sortable. Click a column title to sort the grid by that column in ascending order. Click the grid column title again to sort the column in descending order. Clicking the grid column title switches the order between ascending and descending order.
The sort icons indicate whether the column is not sorted (two arrows), the column is sorted in ascending order (upward pointing arrow), or the column is sorted in descending order (downward pointing arrow).
Examples:
In the Case Management grid:
- Click the Folder Name column title to sort the cases in the grid by folder name.
- Click the Case Name column title to sort the cases by Case name.
- Click the Case Type column title to sort the cases in the grid by case type (Variable Annuity, Universal Life, etc.).
Use the following features in the Case Management grid and toolbar to search for cases, assign cases to another user, move or copy cases to another folder, delete cases, export and import cases.