View Customer Cases

Users can view current and past case listings for local customers and fleets. The customer case list page can be accessed in two different ways:

• From the All Cases Page 
• From the Search Page 

From the All Cases Page

1. On the All Cases screen, in the CUSTOMER column, click the Customer Name.
   
2. On the Edit Customer page, under the CUSTOMER LINKS menu on the left, click Cases.

Any cases related to the customer will display in a table.

Depending on the number of cases, you may need to click the Previous and Next buttons or Page # buttons to the right of the table to view more cases related to the customer.

From the Search Page

1. From the menu bar, click Search.
2. From the CUSTOMER section of the Search page, use the dropdown to select which field to search by, then enter your search criteria for the customer.
   
   
   
3. Click SEARCH.
4. When the results display, click the Company Name of the customer.
   The Asset List for that customer will display.
5. On the Asset List page, under the CUSTOMER LINKS menu on the left, click Cases. Any cases related to the customer will display in a table.

Depending on the number of cases, you may need to click the Previous and Next buttons or Page # buttons to the right of the table to view more cases related to the customer.