Cases that you reference often can be favorited in Browse Cases. The Favorite Cases feature allows you to mark individual cases as favorites for quick identification and filtering. Favorites are saved per user, so each staff member maintains their own list of favorited cases. Favorited cases remain marked until you choose to remove them.
Favorited cases can also be filtered in Advanced Search. Refer to Advanced Search Filter Options – A-H for more information.
Favorite a Case
NOTE: This feature is configured per user. Favorited cases are not shared across staff members.
Navigate to the Browse Cases tab.
Locate the case you wish to favorite. Click the 3-dot menu to the left of the case. [screenshot]
Select Favorite Case from the menu. A circle star icon will display to the left of the case, indicating it has been favorited. [screenshot]
Sorting by Favorite Cases
Your list of favorite cases can be sorted by clicking the left-most star column in the grid. [screenshot]
Your favorite cases will appear at the top of the grid when sorted in descending order. [screenshot]
Unfavorite a Case
Navigate to the Browse Cases tab.
Locate the favorited case. Click the 3-dot menu to the left of the case.
Select Unfavorite Case from the menu. The circle star icon will be removed from the case. [screenshot]
