Adding a contact to multiple cases

You can use the lookup to add a contact to multiple cases simultaneously. You can also make the new contact the primary contact or the responsible account holder on the selected cases.

  1. Look up the cases to which you're adding the contact.
  2. Select the correct cases.
  3. Click Action and select Change Contacts.
  4. Select Add from the Change Type list.
  5. Specify the contact information for the contact you're adding.
  6. Click Save.