Every person and organisation profile has a Cases tab that lists the cases the contact is linked to under Related to. On the profile of a SwiftFox user, the Cases tab also has a switch that changes which set of cases is shown.
The Cases tab on a profile
- Open a person or organisation profile.
- Go to the Cases tab.
- Review the cases table. It lists every case with this contact under Related to, using the same columns as the Case Management views.
From the tab's toolbar you can Create Case (already related to this contact), Search, Filter, Sort and Export.
Mentions in cases vs Authored by (SwiftFox users)
On a SwiftFox user's profile, a switch above the cases table changes the list between:
- Mentions in cases — cases where this person is listed under Related to.
- Authored by — cases this user created.
Cases that are only assigned to the user appear in neither list unless the user also created them or is listed under Related to. To see the cases assigned to someone, filter a Case Management view on Assigned to.
This switch appears only on SwiftFox user profiles. Profiles of contacts who are not users show the cases table without it.
Notes
- The table on the Cases tab is the same cases table used in Case Management; the switch only changes the set of cases displayed.
- A case created with a contact in its Related to field appears on that contact's Cases tab.
- For the two ways into cases, see Case entry points (Case Management area vs profile Cases tab) (Document ID: 169).