Participants
You can view the list of participants associated with each case. The participants list includes employees and external contacts.
Note:
Participants list can also contain contact information derived from Active Directory. Active directory is supported only in single-tenant configuration.
To view the participants associated with a case
- Click Cases to display a list of all cases.
- Click the required case from the list.
The details are displayed in the right pane.
- Click the Participants tab to view the list of associated participants for the case.
In the Participants tab, you can do the following:
- Search for the participants associated with a case using the search field
- Edit external participants’ contact information by clicking on the Edit icon. Note that you cannot edit employee or active directory records. For information on editing external contacts, see "Contacts (WEB)".
- View all the cases that the participant is associated with by clicking on the Case icon. For information on viewing case information related to participants, see "Contacts (WEB)".
- Associate or dissociate external contacts from cases by using the Associate and the Dissociate icons. For information on associating and dissociating external contacts from a case, see "Associating or disassociating participants to a case".
- Merge external contacts by clicking on the Merge icon. For information on merging external contacts, see "Merge External Contacts".
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