Cases Dashboard Quick View Summary

You can view case summary details on the Cases (Cases 2.0) dashboard without opening the case record. The summary details display in a popup window.

To view a case summary:

  1. In the modules bar, select Cases.

    A list of Cases displays.

  2. (Optional) Use the Quick Search and/or More search options to filter the items that display in the dashboard.

  3. In the Subject column, click the subject link of the case for which you want to view summary details.

    The Quick View Summary popup window displays.

    Case Quick Summary Popup Window0

  4. Complete the following actions as necessary:

    • Click (Open) in the heading of the summary window to open the related case record.

    • Click Discussion Responses to view the most recent discussion thread.

    • Click Internal Notes or Case Notes to view notes from the case record.

    • Discussion Responses, Internal Notes, and Case Notes buttons only display if a user has appropriate security rights and discussion information and notes are entered on the case.

  5. When finished viewing case summary details, click x to close the window.