Quick Tips: Case/Person Search

Create Favorites

Creating favorites is easy! You can add or remove favorites from the feature where you use them. Click an unfilled star to add a favorite. Click a filled star to remove a favorite. Once you’ve set favorites, they are available to select in the features where they can be used such as Send Content, Upload Content, and Create Form from Template.

Hide/Show Feature

You can hide or show certain items in lists. Currently, you can hide or show the following items:

• Person-based content in the case content list
• Case-based content in the person content list
• Person-based history on the Case History page

Click either Hide or Show. The selected option has white type with a dark background.

Last Visited Cases and Persons Panel

You can save time by using the Last Visited Cases and Persons panel to easily revisit the last 10 cases or persons you viewed. Click the Last Visited button on the navigation bar to open the panel.

My SSIS Assigned Cases

SSIS users can easily navigate to their SSIS assigned cases from the My ECF page!

1. On the navigation bar, click the Settings button. On the Settings page, select your work area.

   

2. On the navigation bar, click the My ECF button. Check out the My ECF page to view your SSIS assigned cases!

   

For more information, see Settings and My ECF.