A. Create a Case saved search to be used on the Custom sublist
- Go to Reports > New Search
- Click Case
- You may opt to leave the Criteria tab > Standard subtab > blank
- Under Results tab > Columns subtab > add the fields needed based on the user's requirements (see below as an example):
- Company
- Number
- Subject
- Status
- Under Available Filters, add Company Fields > Internal ID
- Click Save
B. Add the Saved search to the custom sub-list on Case Records
- Go to Customisation > Forms > Sublists
- Under CRM tab, choose the Saved search created above
- Under Label column, add a name of the custom sub-list
- Mark Case
- Under Field column, choose Company
- Click Save