AdvoLogix Help

How do I create a participant from an account?

Updated on

A Participant can be an account, contact, user/staff, or other related to a specific Matter by the role they play in the engagement. By appropriately managing matter participants, organizations can easily identify the variety of business relationships among the entities they conduct business.  

The participants related list can be found on a component on the account record or you can go to the Related List Quick Links and hover your mouse over the Participant link.

Select the Record Type

Available Participant Record Types:

  1. Contact
  2. Account
  3. User
  4. Other

After selecting Save on the participants creation screen, you are taken back to the account you added the participant to.

Previous Article How do I add a custom field to the Account object?
Next Article Activities
Still need help? Click here!
AdvoLogix® is a registered trademark of AdvoLogix.com LLC a Texas Limited Liability Company. All references to other trademarks belonging to third parties that appear on this website, documentation, or other materials shall be understood to refer to those registered trademarks owned by others, and not to any trademark belonging to AdvoLogix. Otherwise, all material herein is the copyright of AdvoLogix.com LLC. All Rights Reserved.