AdvoLogix Help

How do I create a participant from an account?

Updated

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.

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