View a Person's Information

You can see an overview of a person's information.

NOTE: If more than one role code is added, only the first role code selected is displayed in the People panel.

1. Open a case.
2. Tap the edit icon to the right of the role.

The Edit Person panel opens.

This shows all information pertaining to the selected person, such as their name and contact information.

NOTE: See Add a Person or Edit a Person's Information for more information on adding or editing information on a person.