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How to open a Client Contact from a Group Participants list

 

1. Navigate to and open a Group in CRM

2. Choose the Group File Participants list

 

3. From this list, double click on the client required

 

4. Click on the blue client name link.  This will open the Client Contact for you. 

Need more help?

Ask your Practice Lead or Supervisor.

Ask the Help Desk (Log a helpdesk ticket)

Keywords: Client, Contact, Group, File, Participant, Course, Open, link, attendee