Search

Search for a case 

Searching is now easier and more versatile than ever with the updated ChilliDB search pages for various modules, including Contacts, Organisations, and Notes. This includes the ability to build searches, share searches with other users and create new records.

  • Navigate to the Case Management - Search page.

  • Search for one of the cases you created in the 3. Create a Case section using the case number.

  • Display all of the cases in your system.

  • Display your cases (those you have created/interacted with).

  • Use ‘New Filter’ to create filters to search for a case (try to use at least 2 filters). Then save this filter under ‘My Filters’.

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