Participants on Accounts

Participants can be a contact, user, account, or other.

Choose a Accounts

Choose the Account to add a Participant to.

Paticipants related List

Hover your mouse over Participants related list link (at top of Matter page)

Click on New Participant button

Select Participants Record Type

Available Participant Record Types:

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

Newly Added Participant

Newly Added Participant

After selecting Save on the Participants creation screen, you are taken back to the Matter and can see that the newly added participant now shows in the Participants related list for that Matter.