AdvoLogix Help

Participants Related List

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. 

A related list is defined as a section of a record or other detail page that lists items related to that record.  The participant related list is a visual representation of the relationship between the matter and the participant.

In lightning, the related list can be found on a tab on the matter record page layout.

All list views can be found on the Related List Quick links component.  If you hover your mouse over the Participants link, the standard related list will pop-up.

Create a Participant

  1. Select the New button
  2. Choose the record type
  3. Complete the Participant form
  4. Select Save

For more information on Participants, please follow this link.

0 Comments

Add your comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Previous Article At a Glance Dashboard
Next Article Sub-Matters
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.