Overview
The “Search” tab allows you to search for a Case manager once they have been inserted. The “Search” tab allows you to search for a Case Manager by: Name, Phone, or Email.
Detail
Steps:
Select the correct item from the Search Field drop down menu
Enter the correct information in the Search Value Field
Click Search
Expert Search Tips!
If you only know part of the name, partial entries are fine
If you would like to export the search results, simply Right Click in the grid and select Export
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