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Search \ Case \ Persons Tab

In the Case View Section, under the Persons tab, you will see Persons associated with the particular case you have brought up if there are any.
From here you can Add (another) Person to this Case by clicking Add Person (the Add Person screen will then come up and be populated with the Case Number).


Or, from the Actions menu, you can Remove Selected Person(s) from this Case, select People and Add them To a Task, Add a Note to Selected People, or Change Person Type or Case Note.

If you choose to Change Person Type or Case Note, a pop-up will appear requesting that information.

Upon clicking the Export Box, you may Export your Person list to a .csv or Excel file.
To export to .csv, click Selected or All.
To export to Excel, click Selected - Excel, or All - Excel.

If you would like to customize your Persons tab view, click the Menu Customization box and check/uncheck the Columns.
This will allow you to personalize your view. Once removed, you can always 'put back' line column headers if you deem it necessary.


By clicking the Custom Data (Forms) box, you may choose to display any Person Custom Data (Form) fields you have created by clicking the field.
A checkmark will then appear in that field if it has been selected.
To see the field you selected to be displayed, you may have to scroll to the righthand side of the screen, depending on your screen size.