Cases

In the Contact Information pages, click the Cases navigation tab to open the Cases page.

Use the Cases page to find and open cases for the contact.

Open Cases Associated with a Contact

1. On the left, click the Contact Management navigation button to open the Contact List page.

2. Search for the contact.

   1. In Search for Contacts, type the beginning letters of the contact name.
   2. Press Enter or click to display all matching search results in the Contacts grid.
3. In the Contacts grid under Name, click the contact name to open the Contact Information pages for the contact.

4. Click the Cases navigation tab to open the Cases page.

   The Cases by Contact grid displays the saved cases for the contact.

   If you have a new illustration for this contact, and have not yet saved it with a case name, the "Untitled Case" illustration will not appear in the Cases by Contact grid.

5. In the Case Name column, click a case name link to open the case.