The list of Case Contacts can be printed or exported. You can also create a new or existing contact to be associated with the Case with a custom involvement.
NOTE: You must have at least Enabled permissions to Provider > Provider Tab to print or export the grid.
Print Contacts
To print the Contacts grid:
Navigate to the Case > Contacts Tab.
Customize the grid as desired (add/remove columns, reorder columns, or sort data in columns).
Click the print icon above the grid.
A print preview window will display where you can set the print settings.
Export Contacts
To export the Contacts grid:
Navigate to the Case > Contacts Tab.
Customize the grid as desired (add/remove columns, reorder columns, or sort data in columns).
Click the Export button above the grid. Choose to export as a PDF, Excel, or CSV.
Export as PDF
The Export Options window will display with the same options as when exporting Advanced Search. The "[Case Title] – Contacts List" will display in the Title field.
Export as Excel
When clicked, the Contacts list will be downloaded as an Excel file.
Export as CSV
When clicked, the Contacts list will be downloaded as a CSV file.
