You can retrieve the Contact List entries associated with plans and add them to the current list in the Contact List page. If a contact is associated with a client service plan as well as a company or household; both the contact and the company or household are retrieved and added to the list.
You can retrieve the Contact List entries associated with a single plan; or you can select multiple cases to retrieve the Contact List entries associated with all of the selected entries at once.
- Click on the case to make it the current entry.
– or –
Select multiple cases.
- Click the checkbox to the left of entries.
- To select all entries between two entries; select an entry and; while holding down the Shift key; select another entry.
- Select View View in Contact List.