You are here: Managing Cases, Customers, and Follow-ups > Searching for CRM Data > Searching for Cases

Searching for Cases

By default, the Cases tab lists customers assigned to you. Additionally, you can access cases records:

Note: Ability to view, create, edit, and delete case records are available to you if your administrator grants privileges.

You can search and retrieve case records by performing basic or advanced search.

 


Send us your Feedback