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How to Update an Appointment Participant on Case Card

  • Updated

To update an Appointment Participant on the Case Card, head over to the Activities-view.

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Click on Details.

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The following dialog will appear.

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There are two ways to update an Appointment Participant and they are as follows:

  1. Removing an existing Participant
  2. Adding an additional Participant

 

1. Removing an existing Participant

If you want to remove an existing Participant, click the 'X-icon.

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Click the Close button and you are done.

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2. Adding an additional Participant

If you want to add an additional Participant, click the Participants field.

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Enter the name of the User you want, and once it appears on the list, click on it.

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Click the Close button and you are done.

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Notes:

1. Ensure that you are either a Case Manager, a Client Manager, a User with 'Assistant'-role, or a User with 'Administrator'-rights set up to be able to make changes.