The Workroom Info tab has been redesigned to provide consistency across Workspace's interface.
To Create New Info Tab Sections:
Open the destination Workroom
Click on Info
Click the +Add Section button at the top right. Choose from 2 options:
Contact Section – Enter information for all your case contacts.
Name Section (i.e., Contact Info). Once the Name is added, hit ENTER.
Click +Add Contact on the right side of the Section to open side panel.
Enter contact details, Name and Company are required.
Click +Add Relationship to include relationship details. Click Save.
Standard Section – Enter relevant information you want to track.
Name Section (i.e., Company Info). Click Enter.
Click +Add on right side of new Section.
Choose field type - Single-line text, Multi-line text, Date, URL.
Provide field Title and Value; Notes are optional. Click Save.
Click +Add for each additional field to be added.
To Edit Info Tab Details:
Click into the Contact Field Name or Standard Field Title.
The side panel will open. Click
to Edit the entry. Click Save.
Click a column heading to sort the section by that column.
Click and drag column separators to shrink or expand column width.