C1 CC Saving a Search

Document number: 11593

 

 

To save search criteria:

  1. From either Add New Case or Update Existing Case mode, open the Case Search page.

  2. Select the search fields by which you want to search.

  3. Name your search according to the subject of the search.

  4. Save your named search. This populates the drop-down list so that you can reuse it the next time you access cases for the same customer.

Note: You can also use the saved searches to locate open cases.


 

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2003 All rights reserved.
Created: amq 01/31/2003