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About My Favorite Cases

This panel displays cases that have been added to your " Favorites" list.
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To have cases listed in the " My Favorite Cases " panel, they must first be added to your " Favorites " list. There are two methods to add a case to your " Favorites " list.

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Add to Favorites button

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in the Quick Add Toolbar

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  1. From any page in SmartAdvocate on which the Top Tool Bar is visible:

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Manage Favorites

When using this method, it is a good idea to make a note of the Case Number(s) of the case(s) you want to add before you start the process).

  1. Click "Select Favorites " on from the Top Tool BarToolbar.Click "

  2. Select Manage Favorites" from the pull-down menu

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  1. .

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  2. Make sure the "Cases " tab is selected.

  3. Select NEW CASE.
    Click the "New Case" tab

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  4. Enter the Case Number for the case you want to add to Favorites

  5. Click "Update" to save and update the information

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  1. The cases that have been added to your Favorites list will be displayed in the 'My Favorite Cases' panel

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  1. .

  2. Select SAVE.

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  3. View the case in the My Favorite Cases panel in My SmartAdvocate.

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Related Pages

Configure My SmartAdvocate