View a Contractor

You can see an overview of the contractor's information included on a case directly from the summary page.

1. Select the record(s) and click View record on the Contractor panel.

The View Contractor panel opens.

NOTE: If you selected more than one contractor, you can switch between the contractors by selecting the one you want to view on the left-hand side of the panel, or by using the arrows at the bottom of the panel.

The View Contractor panel shows all information pertaining to the selected contractor(s), such as the name and contact information.

NOTE: If you want to add or edit information on a contractor, see Add a Contractor or Edit a Contractor.