Select the Cases icon from the Buddy Bar in BuddyCRM.
Your summary of cases will appear under six categories.
The six categories as seen above are:
- List Open assigned to me – this includes any cases that have not been dealt with but have been assigned to you
- Longest Open – the cases that have been open the longest and have not been resolved
- Cases CC to me – any cases that someone else thought you should be aware of, even if you do not have complete responsibility for resolving the cases
- List Open for records I am able to view – A list of any open cases for records that you have access rights to
- Case for records belonging to me – any existing cases for your records, whether created by you or not
- List recently viewed – any cases that you have recently accessed