The Released List hyperlink in the Key Personnel sidebar displays a list of key personnel that have been released from the matter record.
You can still send a released key person internal notes and messages. You can also control that person's ability to receive notifications by using the / icons, but you are no longer able to give them access to the matter record from the self-service screens.
- —Add an internal note.
- —Email the individual.
- —Notifications are enabled. Click to toggle.
- —Notifications are disabled. Click to toggle.
Reinstate a Key Person to the Matter Record
- Click on the individual's name or the icon.
- Click Activate.