The case list is the main view which enables you to view cases and work from them.

If you go to the Menu and Tools > Cases this will be the default view that you will see:

There are multiple ways to search and filter the cases down to those that you want to view. This can be achieved by clicking on the

button, selecting your desired filter criteria, and clicking on the

button.

To make a new case, click on the

button. It will bring up the following screen:

Initially you will need to search for an account to assign the case to.

There are multiple ways in which you can search for the account, whether it be the Postcode or Account Name.

Once you have found the account which you want to assign the case to, select it from the list by clicking on it.

This will then display the following screen.

Then simply fill in the details of the case as desired.

If you are intending to create multiple cases in quick succession, enable the 'Create another' tick box before clicking 'Save'. This will cause the new case window to pop up again immediately after creating the current case.