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How do I see all cases for a client?

Updated Oct 25, 20261 min read

Each client page lists that client's cases, with a shortcut to the full filtered list.

Steps

Open the client's page.
In the Cases card, click View all.
The Cases list opens, filtered to that client.

How do I filter and search my cases?
How do I find a client?

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How do I see all cases for a client?

Steps

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