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  4. What about the Mandatory fields in Parties?
  5. I’m are looking for a party in a case but the party is not visible

I’m are looking for a party in a case but the party is not visible

Click on the More Options icon (three vertical dots), located on the right upper corner of the Record toolbar, and select the feature Merge Parties:

Then, in the Destination section on the right, select the “missing” party, which will be easy to identify as it will display only a name without a Lastname. Next, choose a fully completed party under Source on the left side and copy the Lastname from one party to the other. After doing this, your party will be visible.

NOTE: the Copy/Merge feature is only available to admins and standard users with the Copy/Merge roles. This feature only appears as an option in cases where there is more than one party.