Cases, as we have discussed, are a great way to keep track of your interactions with customers, vendors, leads, and even your own employees. But in order to make sense of this wealth of information and apply it to your trail of breadcrumbs, you need a way to keep track of each individual case - to search for and sort through all the cases you record in Method. As usual, it a Method grid to the rescue (you can learn more about the functionality of grids by reading this great documentation) - this grid will allow you to quickly find the case you're looking for according to a variety of criteria. Let's take a closer look at the specifics of the Cases list.

In the top left-hand corner of the screen you'll see a drop down menu called "Filter by view". Filter by view offers you the following options, that will change the way cases are displayed in the grid below. It is important to note the "My" filter views are determined by the Method user associated with the Case. The "Shared" filter views will show any of the specified cases that have been shared with the user currently logged in.

• My active cases: This view will show all cases marked "active" that are assigned to the Method user currently logged in.
• My active cases with no activities: This view will show active cases that have not been associated with any activity.
• My active cases with no last activity: This view will show active cases that have not been assigned an activity that has since been completed.
• My active cases with no next activity: This view will show active cases that have not yet been assigned a new activity.
• My cases: This view will show all cases associated with the Method user currently logged in.
• My closed cases: This view will show all cases that have been marked "closed".

If you look at the left-hand side of the grid, you can see a clickable link next to each entry called "Go to".

This will take you to the Edit case screen. For more information on that screen, see our Edit case documentation. It will also generate a tab link for editing that will remain on your tab link bar until you refresh the screen.

The rest of the grid works in much the same way as other grids in Method. You can order and filter the grid using the clickable titles at the top of columns, and depending upon the information they pertain to, the grid can be reordered based on alphabetic order or numerical value.

• Case #: This number is automatically generated in an ascending order each time you create a case in Method. You can search and order the grid using these numbers.
• Created date: The date a case was created.
• Assigned to/Origin/Status: This three-part grid header will identify which Method user a case was assigned to, where the case originated, and the status of the case (see New case for more details on all of this).
• Contact/Name/Company: This section will list the contact, name, and company associated with this case based in the information that was provided in the case information.
• Subject: This will detail the subject line that was filled in when the case was created.
• Priority: Priorities, much like in activities, can be set to three levels out-of-the-box in Method: low, medium, and high.
• Internal comments: This will display any pertinent comments you have included regarding this case.
• Last activity: This will identify the date the last activity was due to for this case.
• Next activity: This will identify the date the next activity is due for this case.

Finally, there is a New case button that opens the New case screen (please see New case for more details).