Searching and Filtering Cases

Use the Cases list to find records by their identifying information and narrow the results to the work you need.

Search for a case

Open Cases or the case list available to your role.
Enter a case title, case number, description text, or reference in the search box.
Check the Case Group and status filters. To broaden the search, choose All Cases and All statuses.
Open the matching row or choose View Case. Draft rows offer Resume Draft.

Narrow the list

Available filters include case group, individual statuses, territory, due date, activity age, assignment, and billing account. Case groups include Open Cases, Active / Working, On Hold, Closed Cases, and Draft Cases.

Filters work together. A matching search term will not reveal a record excluded by another filter. Dashboard links may open the list with filters already applied.

If the case is missing

Clear the search text, broaden the filters, and check other result pages. Confirm the current organization and your case assignment or client/vendor relationship. Search only returns cases you are authorized to see; selecting All Cases does not grant additional access.