Assigning Partner Contacts to Cases or Activities

Access the appropriate form for cases or activities:

• Case - Manage {Case Name} (Additional Information tab)

• Activity - Edit {Activity Name}

1. Click the visual assist for the Contact field to display the Partner Contact Search and Select form.

2. Find and select the contact to assign to the case or activity.

3. Click Close to exit the Partner Contact Search and Select form.

4. To remove a partner contact who is assigned to a case or activity, clear the entry in the Contact field on the Case Entry or Activity form.