Quick quiz

• Filter the Case List

At the Case List (left hand side of the screen) click the filter icon. In the empty row under the column headings enter Adams underneath the Client column heading, see Quick filter.

• Sort the Case List

Alternatively, you could sort the list alphabetically by client name, which we didn't cover in the program, see Sort grid.

It's the case category.

See Case information.

In the case's Contacts tab, where there is a separate record for each of these people, see Contacts and cases.

Click the case's Contacts tab and locate the contact with the role of Referrer.

Click the case's Case Details tab and locate the date in the middle Referral section.

See Case information.

You want to change which cases are displayed in the Case List and/or the case information that is displayed.

You might want to select an existing set of filter and column specifications, i.e. a saved view, or you might want to create a new set, either temporarily or permanently, see Case List Criteria.

As you saw in Case information, cases are linked to contacts and these contacts have one or more roles in the case.

Here you want to see cases where the Bill To contact's company is Allianz.

If the Bill To company is already displayed in the Case List you can use a quick filter to show only the Allianz cases.

Alternatively, open the Case List Criteria. In the Filter tab, filter for Allianz as the Bill To company. In the Columns tab locate and open up the Contact - Bill To section. Locate Company Name and add it to the selected columns. Click Save to update the Case List.

You can save this collection of settings if desired for subsequent use.

See Case List Criteria.