Editing Case Participants
Once you've made your Case in Plannr, you may want to edit the participants.
Go to the Case you wish to edit.
Select Actions.
From the dropdown menu that appears, select Manage Clients.
From the modal that appears, you can see all existing Case Participants and remove them via the red bin icon. You can add new clients to the Case by pressing choose and either selecting from a circle, or searching contacts and typing in the first 3 letters of their name.
Go to the Case you wish to edit.
Select Actions.
From the dropdown menu that appears, select Manage Clients.
From the modal that appears, you can see all existing Case Participants and remove them via the red bin icon. You can add new clients to the Case by pressing choose and either selecting from a circle, or searching contacts and typing in the first 3 letters of their name.
Updated on: 11/04/2025
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