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Connecting people, cases, and organizations

Fill out your case with the associated people and organizations.

Gia Philips avatar
Written by Gia Philips
Updated over a week ago

Subject to agency permissions, you can click the Connections tab on a case, a person, or an organization to manage those connections.

  1. From a case, a person, or an organization, click the Connections tab.

  2. In the Find and Connect panel, search in the People, Cases, or Organizations tab. If you can't find the person, case, or organization you want to connect, click Add New {Person/Case/Organization} to add a new person, case, or organization that'll be connected to the current person/case/organization.
    ​Tip: The text above the search field shows you what to search.

  3. Click the plus icon next to the list item to connect it. A link icon will appear in the Find and Connect panel when the connection is made, and the connected person/case/organization will appear in the Connections panel.

  4. In the Connections panel, click the pencil icon to assign new relationship types to the connected people or remove connections.

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