Cases Quick Reference Guide

From the navigation panel, select Relationships then select Cases. From the cases list view you can complete the following common actions :

How To	Solution	More Information
View cases	From the filter you can select the below options to have visible in the list.
Find a case	Use the 'text to search (Search) field at the top right of the window or enter the case name or number on the filter row above the case list.
Open a new case
View who made changes to a case	All changes to cards are logged on the audit trail. Click on the 'Tools' menu at the top of the screen. Then click 'Audit Trail'. A list showing which user changed which fields on the card and the date of each change will be displayed.

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