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  1. Under Favorites Search, select the dropdown menu.
    (info) Follow the instructions for Save and Add a Filter to Favorites to create a Favorite.

  2. Select the appropriate Favorites Search.

    image-20240404-175235.png

  3. Make any additional changes.

  4. Search SEARCH CASES.

    image-20240404-175310.png

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Related Pages

Select Columns to Show

Date Range Filters, Searching, and Favorites

Criteria Tabs

Save and Add a Filter to Favorites

https://smartadvocate.atlassian.net/wiki/pages/resumedraft.action?draftId=2175467549&draftShareId=e1323202-e6ba-41b5-90cc-723fcfd4217c

How to Use Case Browse and Predefined Templates to Send Mass Communications to Clients

Column Reference - Case Browse