Opening a Case from the Person Workspace
- If configured to display on the workspace, click the Related Cases panel. All cases associated with the person display.
- Click a case to highlight it yellow. The case is now in context and can be worked via screens, workflows and tools configured for the specific case type.
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System Administrators can configure a
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icon to display in a column within the Related Accounts panel to alert that an account has an open case associated with it. Hovering over the icon displays the Case Number(s) and Case Type(s), providing immediate access to this information in the workspace. 
Opening a Case from a Search
- From the search window, enter any criteria to search for and select the Cases radio button. Click the Search button and the cases appear in the results grid.
- Double-click a case in the results grid to open the person's workspace for which the case is associated. The case is in context (highlighed yellow) in the Related Cases panel and is ready to be worked via the Case Task Screen that loads automatically.
