Loading
Salesforce now sends email only from verified domains. Read More
Insurance
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          View Participants Details on the Claim Record Page

          View Participants Details on the Claim Record Page

          As a claims adjuster, you have access to view essential information about claim participants and its associated items and can complete tasks related to them.

          Required Editions

          View supported editions.
          User Permissions Needed
          View user permissions.
          • To view a claim participant details, click the participant’s name.
          • Add a participant to a claim.
          • Expand the claim participant that you want to view claim items for.
          • Expand the category to view the associated claim items under claim participant.
          • To view complete attribute details for each Claim Item in the side panel, click the claim item’s name.
          • Edit participant information, delete a participant, or add details about the claim items. The system administrator can customize actions available for each claim participant.
          • Edit claim item information, view claim item record page, or delete the claim items.
           
          Loading
          Salesforce Help | Article