Saturday, January 5, 2008

CRM Service Cases

A client recently asked: When we search for a Case under the Service tab, we type in the leading characters of the case in Look For, but only receive Active Cases. How can we retrieve a case that is Inactive or Resolved?

Try a different method to review a specific case with a status other than Active.

* Select the Account the Case is associated with
* Select Cases under Service
* In this window you can select All, Active, Inactive or Resolved

You can then review any type of Case associated with that Account.

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