eCASE provides a search functionality to locate contacts related to cases. This topic describes how a user can perform a contact search, as well as the available search actions.
The Search Contacts feature allows users to search for a particular contact within eCASE, as well as save and recall specific contact search criteria.
How to Search Contacts
To access the Search Contacts page, locate the left-hand Main Menu, and click Contacts > View > Search Contacts. The Search Contact page appears:
Use the fields on this page to locate a specific contact. The fields available depend on your system configuration as well as the Contact Type selected. Additionally a search toolbar is available with the following options:
Option | Description |
Search | Search for a contact using criteria entered in the search fields. |
New | Create a new contact. See the Manage Contacts section for steps |
Select Criteria | Use the Select Criteria option to load saved search criteria. You can save searches for easy retrieval later then select from this list to automatically load the search fields |
Clear | Click to clear all field content |
Save | Click to save the current search parameters as a saved search. If you've already loaded existing search criteria, this saves over the exisiting criteria. If you have not saved a search, you are prompted to give the saved search a name |
Save As | Click to save as a new search criteria. You are prompted to give the saved search a name. |
Click Search to view a set of results matching the entered criteria. The results display as shown in the example below. You can select a contact then take one of several actions available from the toolbar. See the following sections for details.
Contact Search Results Actions
The following actions are available on the Contact Search Results screen. These are described in the following table:
Action | Description |
New | Create a new contact. See the Manage Contacts section for steps |
Actions | Select a contact from the list then select from one of several actions you can take on the contact. These include View to view the contact details, Edit to open the contact details in an editable format, Delete to remove the contact (this can only be done if the contact as no associated open Case Folders), or Merge the contact profile with another profile (if duplicate profiles exist for a single contact) |
Copy Contact to Individual | Create a new Individual-type contact using the selected user's details |
Copy Contact to Organization | Create a new organization-level contact using the selected user's details |
View Folders | View all Case Folders associated with the selected contact |
View Data Changes | View a history of any changes made to the contact's profile, including when the change was made, the previous value(s), and the new value(s) |
Back | Return to the Contact Screen with the current parameters filled in for editing as needed |