To view the functional units linked to a generic case

The procedure to view the functional units linked to a generic case is as follows:

1. Using the Advanced search spy-glass (), select Generic Case as the Search for and Search by category, and enter the Case ID as the search criteria 1.
2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Generic Case Details window is displayed.
3. Click on Functional Units. The Functional Units tab is activated, revealing all functional units associated with the generic case, as a consequence of the underlying entity stamping process 1. Certain fields are worthy of special note and are captured in the table below 2.

Tip

1 To aid in identification and analysis, rows can be reordered by clicking on any of the available headings.

Note

1 Additional search criteria may need to be employed (e.g. start and end date ranges, company, status, category) to ensure that the correct generic case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 Use the summary table Menu option to hide or reveal additional columns of information; apply the standard 'drag and drop' technique to reposition columns into a different order.

See related topics...

Generic case process management overview

To add a functional unit to a user account

Using the search facility