- Click the Cases module on the Dashboard. The Case Manager screen appears with the Cabinets and Cases panels.
- Click the search bar at the top of the tab.
- Start typing the title of the Case or Cabinet to be found.
Cases and cabinets - with their respective icons - that include the letter combination typed in the search bar are listed in a drop-down and can be selected by clicking the relevant match.
IMPORTANT: New search can only be initiated after deleting the previous letter-combination by clicking the X in the search bar.
For further information, visit our Case Manager and Cases - How to pages, or watch our Case Manager Training Videos.
Overview
Content Tools