How to Search and View a Case

You are here: Ct Mgmt > Case > How to Search and View a Case

How to Search and View a Case

You can search for a Contact Management case from either the Search Case page or from the Log Case page when you need to associate additional cases to the one you are adding or editing. The same fields are displayed in both situations.

You can also search for a case associated with other areas (such as TPL) using the Search Global Case page on the Project Control menu.

A minimum of one search criterion must be entered when searching for a case record.

Optionally, on the Search Case page, you can add a new Contact Management case.

To search and view a case record

To navigate to the search fields, do one of the following:
- On the Contact Management menu, click Case and the Search Case page is displayed.
- On the .Log Case page, in the Case section of the Associated Case & Correspondence panel, click Search and the Case Search panel is displayed.
On the Search Case page or the Case Search panel, complete the appropriate fields:
- To search for a specific case, complete the Case Record Number field.
- To search for a case about an entity, in the Case Regarding panel, do one of the following:
  - Complete all the fields.
  - If you do not have the entity information, click Search Entity and search for an entity. See How to Search for an Entity for additional instructions.
    The results of your search are displayed in the Case Regarding panel.
- To search for cases about another entity to associate with the case, in the Additional Case Entities panel, do one of the following:
  - Complete all the fields.
  - If you do not have the entity information, to search for an entity, click Search Entity.
    The results of your search are displayed in the Additional Case Entity panel.
- To search for cases of a particular title, created by a particular user, or currently assigned to a particular user, status, status date, or priority, in the unlabeled Case Search panel, complete one or more of the fields.
- To search using other search options, in the Advanced Search Options panel, complete the fields.
Click Search.

If more than one match is found, a results table with matches is displayed. Click the up or down arrow next to a column heading to sort the table in ascending or descending sequence according to that column. Click a row to display that match.

If one match is found, it is displayed instead of the results table.

If no matches are found, a message is displayed with the option to click Reset to clear all fields and enter new search information. If too many matches are found, click Reset and search using additional options.

How to Search and View a Case

See Also