Search

Created by Etienne Marais, Modified on Fri, 17 May, 2024 at 5:04 PM by Etienne Marais

How to search for a specific case (also known as a lead or ticket)

1. Click on Search

Click on Search

2. This will open the Search screen

You can search any case (also known as a lead or ticket) field with the textbox on the left. You can search for a specific case by entering the case id in the text box on the right.

This will open the Search screen

3. Type the value you would like to search

In this example I typed in Kent as I am looking for a client with Kent as the surname. I could just as easily have searched for a phone number or any other property.

Type the value you would like to search

4. The search results will bring up all leads where there is a match in any of the lead fields. Click on the lead you would like to open.

The search results will bring up all leads where there is a match in any of the lead fields. Click on the lead you would like to open.

5. This will display the Lead Information on the right. Click on Open Lead.

This will display the Lead Information on the right. Click on Open Lead.

6. This will open the case (also known as a lead or ticket)

This will open the case (also known as lead or ticket)

For any questions or additional support, please mail our team at support@lamin.in

When logging a ticket with the Laminin support team, please provide as much information as possible. This can include references to specific leads or recordings as well as descriptions and screenshots of your own troubleshooting.