Open topic with navigation
Get link | About Sage CRM editions
Finding a Case
-
Right-click or hover over the Find menu button and click Case from the pop out list.
- Enter search criteria and click Find.
- Click the Case link. The Case Summary page displays an overview of the case.
See Also:
Basic search techniques
Searching for a Person
Searching for a Company
Finding an Opportunity
Finding solutions
Combining search criteria
Wild card search
Using an existing saved search
Creating a saved search
Numeric field search
Date field search
Using Advanced Find
Using Keyword Search
Open topic with navigation