In order to search for contacts to add to a claim, you want to go through the Contacts tab, click on the +Contact button, and choose the option for New Contact:
The Add Case Contact window will open with the Search Criteria on the left hand side of the screen. Here you can enter the parameters you want to use to search and the Search Results will display the contacts that match the search parameters with contacts that are already on other cases.
If there are multiple contacts and you are not sure which one has the correct information, you can open the contact by clicking on the down-arrow at the beginning of the row:
When you find the contact you want to add, highlight it and click the Copy Selected Contact button - this will add that contact to the claim. If you are not finding what you are looking for and you want to create a new contact, select the Create New Contact button - this will open the window where you can fill out the new contact information:
You can minimize or close this window if desired.
If you want to return to the search instead of creating a new contact, you can do so by clicking on the Back to Search Results button. Otherwise, click Save after the information has been filled out and that will add the new contact to the claim.