Adding subscribers

You can add Subscribers to any case, which automatically notifies the selected people through email and the notification system within ClientSpace. Use notifications judiciously. Notifications can quickly go from keeping people who need to know in the loop to unnecessarily spamming people unrelated to a client issue.

To add subscribers:

1. From an open Case, in the Action Center, expand Subscribers.
2. Click Select Subscribers.
   The Select Users dashboard opens.
   
3. Select a subscriber by selecting the Select check box. Alternatively, on the targeted row, click (Jump). You can select multiple users.
4. Click Ok.
   

When you save the record, the user is automatically emailed.

To subscribe Client Team members to a case:

• See Subscribing client team members to cases.