Open

About Recent Searches

The Recent Searches dropdown menu includes the dates, times, and search criteria of the last ten Case Browse searches you performed.

Open

To select from Recent Searches:

1. Under Recent Searches, select the dropdown menu.

2. Select the appropriate Recent Search.
   
   

3. Make any additional changes.

4. Search SEARCH CASES.
   
   

    

About Favorites Searches

The Favorites dropdown menu includes the name of every Case Browse filter you have saved to your favorites.

To select from Recent Searches:

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

2. Select the appropriate Favorites Search.

3. Make any additional changes.

4. Search SEARCH CASES.
   
   

Related Pages

Select Columns to Show

Date Range Filters, Searching, and Favorites

Criteria Tabs

Save and Add a Filter to Favorites

How to Mass Update Using Case Browse

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

Column Reference - Case Browse