Subject to agency permissions, you can click the Connections tab on a case, a person, or an organization to manage those connections.
From a case, a person, or an organization, click the Connections tab.
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.Click + Add to {case/person/organization} next to the list item to connect it. Connected 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.
In the Connections panel, you can remove connections or click the pencil icon to assign new relationship types to the connected people.