Using the group members pane on the right side of the Companion Groups Directory, a Case can be added to the selected Companion Group. The Add Case search field, located above the group members pane, allows you to search for names attached to Cases in Neos.
To add a Case as a member to a Companion Group:
Within the Companion Groups Directory, select the desired Companion Group from the left groups pane.
On the right group members pane, enter a fragment of a Party name in the Add Case field and click the magnifying icon
or ENTER.On the Select a Case search pane, select a name from the search results or use the criteria dropdown to search by different criteria. If the name is a Party in more than one Case, select the desired Case.
Click the Select button at the bottom right of the preview window to insert the Case into the Companion Group.
Click the Save button to keep your changes.
The added case will be listed as a member in the Companion Groups Directory and on the Companion Cases tab for that Case when changes are saved.