Creating an individual

With the help of the Participants module, you can create your own database for companies, persons and government agencies that were participants in your cases. 

Please note that when adding a person, Case.one will offer you a drop- down list if such a name or company name has already been added to the system. To avoid adding a participant again, simply select it from the list and update the data.

  1. From the main navigation menu on the left click on CONTACTS.  
  2. Click the + button in the lower right corner of the page.
  3. Click on the Person icon.
  4. In the window that appears, fill in the required fields- last name and first name.
  5. Enter the information in additional fields: specify the company contact information.
  6. Click Add to save.

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