How can I see all the cases for a client?
You can use the search bar to see all the cases for a single client:
1. Navigate to Cases.
2. In the Cases page, type the client's name in the search bar at the top.
3. The search results will update as you type.
or
The alternative approach is to navigate to the contacts section, access the Contact(Client) profile, and proceed to the cases tab to view all cases related to that contact.