Finding a Case

To find a case:

1. Right-click on or hover over the Find menu button.
2. Select Case from the pop out list.
3. Type in the search criteria, for example, the RefId and/or the Company Name and select the Find action button.
4. Click on the hyperlink Status icon of the Case. The Case Summary page is displayed, which gives you an overview of the case.

Go to Finding Information home page...

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 New Saved Search

Numeric Field Search

Date Field Search

Using Advanced Find

Using Keyword Search