let us search by phone number
Let us search by phone number and not just names
3
votes
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Here is link to the online help regarding Search: https://www.manula.com/manuals/extendedreach/extendedreach-gen-case-management-help/1/en/topic/searching?q=search
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1. Underneath the "Search" box, change search by "Case Last Name" to by "Cases".
2. Type in a phone number in the "Search" box.
3. Click "Go"
Using this technique, you can search by pretty much anything on the Case - phone number, area code, zip code, first name, case #, etc.