Viewing and editing company cards

The basic information about the company is stored in a separate card: contact and additional information, participants, events, related cases and deposits. As well as a list of all employees- individuals who have this company listed in their card.

Viewing company card

  1. Open the CONTACTS section or the Participants tab in the case card.
  2. Select from the participant list (company) and click on the name.
  3. A participant card will open in a new tab, in which you can view contact information, events, cases and deposits.

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Editing company card

  1. Open the CONTACTS section or the Participants tab in the case card.
  2. Select from the participant list (company) and click on the name.
  3. The participant card will open in a new tab, in which you can view the main information.
  4. Make changes to the participant data and click the Save button in the lower right corner of the screen.

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