Adding a Case to a Companion Group

Other cases can be added to the Companion Groups where the current case is a member. A case can be a member of multiple companion groups.

To add a case to a Companion Group,

1. Select the desired Companion Group from the Groups Pane on the left of the Companion Cases tab. The list of current members for the selected group will display in the Group Members Pane on the right side of the tab.

2. Enter a fragment of a party name in the Add Case search text field above the Group Members grid, and click the search icon or hit the ENTER key. The Name Results List will display.

3. Double-click the case you would like to add to the selected group. The selected case will display in the Group Members grid for the selected Companion group.

4. Click the Save button to keep your changes.

The added case will be listed as a member in the Companion Groups Directory for the selected Companion Group as well as on the Companion Cases tab for that case when changes have been saved.