5.3.3 Viewing Accounts

This section describes the number of accounts associated with the selected case.

To add a new account, follow these steps:

  1. Click Add Account. The Add Account pane is displayed.
  2. Click on the Search box and select Account Type.
  3. Select the account that you want to add to this case using the corresponding check box.
  4. Click Add Account(s). The selected account is added successfully to the case.

To remove the account, follow these steps:

  1. Click Remove Account(s). The Remove Account(s) pane is displayed.
  2. Select the account that you want to remove from this case using the corresponding check box.
  3. Click Remove Account(s). The selected account is removed successfully.

    Note:

    The account will be removed from the dossier only but not from the case.

  4. After viewing the account details, click Continue to navigate to the Graph page.