Finding Cases for a Contact

The search for a contact's cases begins on the Contacts page.

1. On the Go To menu, click Contacts.

   -or-

   On the Home page in the navigation pane, under Contact Management, click Contact List.

2. On the left under View Options, click a contact type if known.
3. In the Contacts grid under Full Name, click a contact name.
4. On the left under the contact name, click Cases.

   The Cases by Contact grid displays the saved cases for the contact.

   If you have a new illustration for this contact and have not yet saved it with a case name, that Untitled Case illustration will not appear in the Cases by Contact grid.

5. In the Case Name column, click a case name link to open the case.