Select a Relationship for a Contact during Case Creation

A Case Worker can now select a Contact Relationship type when adding a Contact during Case creation.

Adding a Case Contact Relationship During Case Creation

Adding Case Contact relationships during Case Creation simplifies the Case management process.

Steps to enable and configure

You don't need to do anything to enable this feature.

Tips and considerations

Previously, the Case Worker had to save the Case, add the contact, and then use Actions > Update Relationship to select the relationship type.  This option is still available but not required if the Relationship is added during Case creation.