Looking Up a Case

Quickly and easily look up a case to see the full history. You can look up active jobs by clicking on the In Progress tab. You can look up completed jobs from the Done tab.

1. Select the appropriate tab for your search. For active jobs select, In Progress and for completed jobs, select Done.

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2. Use the search bar on the dashboard to search by customer name, job number, membership number or any other attribute of the job.

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3. Select the event and click the details and history tabs to see all the relevant details.

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