Set search criteria
- Calendar > Cases
- In the Search By pane, no specific filter is required, but you must use at least one of the search filters:
-
Case Name
Enter part of a case’s name. -
Case No.
Enter the entire case number.
-
Case Type
Click
to select one or more categories of cases in the Lookup Case Type popup. See Lookup panel. Case types are set up in Lists > Cases. -
Case Status
Click
to select one or more stages of cases in the Lookup Case Status popup. See Lookup panel. Case statuses are set up in Lists > Cases. -
Firm
Click
to restrict search to one firm’s cases. See Looking up firms. -
Contact
Click
to restrict search to one contact’s cases. See Looking up contacts. -
Sales Rep
Click
to restrict search to cases that are commissionable to a specific sales representative. See Looking up resources. -
Client Of
Click
to restrict search to cases that are commissionable to a specific resource. See Client Of and Looking up resources. -
Job Date From/Job Date To
Click
in these fields to enter a scheduled job date range (see Date Navigator). -
Job Status
Stage the job is in, e.g., New or Cancelled. Default is all except Cancelled. Click
to restrict the results (see Lookup panel). Job status options, including color coding, are set in Lists > Jobs.
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View results
- Click
. All cases that fit the search criteria appear in the results pane. - Click the hyperlinked Case Name in the results pane to view details and to:
-
Update the case
Click Edit in the View Case window. See Updating cases. -
View/update jobs linked to the case or add jobs to the case
Click More > Jobs (List View) in the View Case/Edit Case window.
To add jobs, see Adding jobs to cases. -
Settle the case
See Settling cases.
-
Cancel the case
See Canceling cases.
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Merge cases
See Merging data.
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