Siebel Public Sector Guide > Managing Investigative Cases > Developing Cases for Investigation >

Adding Contact Information to Cases

This task is a step in Process of Managing Investigative Cases.

Perform the following procedures to add contacts to a case.

To add contacts to a case from the Cases screen

1. Navigate to the Cases screen > Cases List view.
2. Select a record and drill down on the Case Name field.
3. Click the Contacts view tab.
4. In the Contact list, create a new record and complete the fields as appropriate.

   Alternatively, click Add to select from existing contact records.

To add contacts to a case from the Contacts screen

1. Navigate to the Contacts screen > Contacts List view.
2. Select a record and drill down on the Last Name field.
3. Click the Cases view tab.
4. Create a new record and select the appropriate cases from the Cases dialog box.