Remove a Person

To remove a person associated with a case, complete the following:

  1. Open a case and navigate to the People panel.
  2. Select the person you want to remove.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. Click Delete selected records.

  1. Click Delete on the confirmation panel.

The People panel refreshes and shows the remaining people associated to the case.