Can I search by case number?

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• Case Number Customization

  You can customize your case number using these parameters T = Case Type:  You set the case type abbreviations that become part of the case number in Case Settings Y = Year:  The two digit for the current year a case was opened M = Month: The two ...

• Can an subject be deleted in the case details subject tab?

  While entering the subject information, my admin asst accidentally created two separate tabs in the subject section and it is causing the case name to remain blank. Solution:  The first tab to the left that is black and has the lines in it is the ...

• How do I conduct a social media search in the system?

  This search allows you to conduct a social media search on people across various platforms at once within the PI Direct Link system. IMPORTANT:  In order to use this search, you must have a credit card on file.  To add a card, click on Settings.  ...

• All Cases Resource Page

  The All Cases list gives you a convenient list of all cases in the system, both Active and Inactive.  Whether a case is active or not is determined by the Case Status.   You can choose whether a case status is active or not via the Settings > Case ...

• Active Cases Resource Page

  The Active Cases list gives you a convenient view of all cases that are, well...Active.  Ones that are new or you are working on, or perhaps wrapping up.  Whether a case is active or not is determined by the Case Status.   You can choose whether a ...