If you have permissions to view parties, you can access a party's details by clicking a party record row in the Parties grid (see Parties Grid page) or via a case under the Parties tab.

Party's Page Features

The party fields are configured for your application, so this article includes a screenshot of the standard party details below to illustrate a Party's page main elements.

1. Profile banner: if the party is linked to a profile record, the banner will contain a link to view the Profile page (see Create a Profile when Adding a Party). If a profile has not yet been linked, the banner will read: “There is no Profile linked to this party. Click here to create one.”.
2. Case number: the number of the case associated with the party.
3. Party number: a number is generated to identify the party for the case. For example, if you added another party for this case, it would be 2024-002/3.
4. Link icon: click the link icon to see the details of the linked profile (see Create a Profile when Adding a Party).
5. Edit button: click to update party details and fields (see the Edit a Party section below).
6. Link button: click the Link button to see all linked records to the party. See more in the Link a Party section of this article.
7. Options button: access additional party actions, including the "View Record Source" and "Delete" options (see details in the View Record Source and Delete a Party sections of this article).
8. Party details: all information on the party gathered on the New Party form (see Add a Party). You can edit these details by clicking the Edit button.

Edit a Party

You can edit the details of a party record from its page. If you have permission to edit party records, use the following steps to update a party:

1. Click the Edit button on a party's page. 
2. The party's page will now be in edit mode. Use the text boxes, picklists, radio buttons, and other data input options to update the information in the party form fields. 
3. When you have completed your changes, click the Save button.

Link a Party

You can link a party with another record, such as a to-do, note, or file, for the same case to show a connection. For example, you could link a party to one of the case's emails to show that the task resulted from the email conversation. You can link a party to another record from its page using the following steps:

1. Click the Link () button on the party's page.
2. In the "View all linked records" pop-up, click the Link Records button. 
3. Select a "Record link type" for the link. The link type indicates how the records are related to each other.
   1. Administrators can configure the available record link types in Settings, see Add, Edit, and Delete Record Link Types for details.
4. In the grid, you will see all the case's records to which you have access. Select one or more records to which you want to link to the party. You can link up to 50 records with the party at once.
5. When you have finished choosing the record link type and records, click the Link Records button. 
6. The system will create the links in the background. When they have been created, the links you added will be displayed on the party's page, the other record's page, and the case's page under the Links tab.

Refer to Link a Case's Records for details on editing and deleting record links.

Delete a Party

You can delete a party record from its page. If you have permission to delete party records, click the Options () button, then select "Delete". When you delete a party, you will not be able to recover the record or the data later.

Allow a Portal Reporter to View a Party

If the party's case is external and you have the appropriate permissions, you can allow the individual who reported the case to access the party. This means that the reporter can log in to your application's portal and view the party for the case they added. Use the following steps to set a party as external:

1. Click the Edit button on a party's page. 
2. Check the "Allow Reporter Access" checkbox. 
3. When you have completed your changes, click the Save button.

View Record Source

You can use the "View Record Source" option to monitor or troubleshoot your application’s data migrations or integrations. "View Record Source" will pull up the "Record source detail" pop-up, so you can check the system fields' values when the party was created. If the party was created by an integration or data import, you will also see the "Source Job" field and "Source Data" section in this pop-up. The "Source Data" section will show the row in the data import file that the system used to create the party. You can check out the integration log that the system recorded when it processed that data import file by clicking the link in the "Source Job" field.