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Cases for Party

Within the detail view of a selected Party, the list of cases where that person or company is listed as a Party can be accessed.

NOTE: You must have Enabled permissions to Case > Party Tab to view the cases where a Party is associated.

  1. On the Party detail view, select Actions > Cases for Party.

  2. A left flyout window will display with the cases where the selected person or company is a Party. All columns can be sorted and resized.

  3. Click a Case from the list to open the preview pane of the selected Case or double-click to open the Case. Return to the list by clicking the Results button.

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