The 'All Cases' screen displays all cases stored on your Equinox system.
TABLE OF CONTENTS
- Accessing the 'All Cases' list
- Filtering cases on the 'All Cases' list
- Adding data to the search fields above the column headings
Accessing the 'All Cases' list
There are two ways to access the 'All Cases' list:
1. From the Dashboard
Click on the Dashboard tab in the navigation bar across the top of the screen
Click on 'All Cases' in the middle of the screen
2. From the left-hand menu
In most screens within Equinox, 'All Cases’ is a Navigation shortcut in the left-hand menu.
Filtering cases on the 'All Cases' list
You can use the filter fields across the top of each column to find specific cases.
Adding data to the search fields above the column headings
Select cases with a specific attorney
Select cases of a certain category and country
Select cases with a specific family number
To do this:
Click ‘Filter’ to search for all cases that match this data
Click ‘Clear Filter’ to view all cases again
Update the ‘Items per page’ dropdown list to change the number of cases displayed on the screen