RB User Guide > Calendar > Cases

Looking up cases

Within a job or as a search filter, find cases in your RB database by case name or number.

1. To find a case in a job or as a filter in the Search By pane, click or > Lookup Case next to a Case field.
2. In the Lookup Case popup, select a filter in Search By:
• Case Name – Default. Enter part of the case name in Search Criteria.
• Case No. – If selected, enter the entire case number in Search Criteria.
3. Click . All cases that fit the search criteria appear in the results pane.
4. Click the hyperlinked case name in the results pane to select it.

NOTE: Search for cases

You can find cases directly using search criteria in Calendar > Cases. See Searching cases.

Reference

• Jobs

Step-by-step instructions

• Searching cases