Find a Case
- Matt Kepple
There are several ways to access a case, i.e. to arrive on the Case Profile Page (i.e. the Case tab of the Contact’s profile page)
From a Contact’s profile page
From the Manage Cases (Caseload) page
From the My Apps menu
From any Timeline or the My Home Newsfeed
From a Contact’s profile page
Once you are on a Contact’s profile page, you will see a tab for each Case that relates to that contact (blue arrows)
Select a tab to view that Case
From the Manage Cases page
On the Manage Cases page, the Cases are tabulated
Click either the Case Number (first column) or the Case Title (second column)
From the My Apps menu
Select My Apps in the top menu
Scroll across to Cases
Place your mouse over Cases - a dropdown list of cases appears
Select the Case you want to view from the dropdown menu
You arrive on the Case’s tab of the Contact Profile Page
From any Timeline or the My Home Newsfeed
When a case has been tagged in a story, the Case Label is displayed (blue arrow)
Click the label to jump to the Case’s profile page