Quick Tip
Relationship types define how case contacts are related to the client in a case file. The system includes a comprehensive list of predefined relationship types, but you can add new ones and manage the list as needed.
Add a Relationship Type
- Go to Case Files > Settings > Relationship Types.
- Click Add Relationship Type.
- Enter a Relationship Type Name, then click Save.
Edit a Relationship Type
- Go to Case Files > Settings > Relationship Types.
- Hover over a Relationship Type and click Edit.
- Rename the Relationship Type, then click Save.
Delete a Relationship Type
- Go to Case Files > Settings > Relationship Types.
- Hover over a Relationship Type and click Delete.
- Click Confirm.
