Content

Introduction

This article is meant to assist you with the People Tab in a Case Screen. The People Tab is a great place to store information, as this data will be accessible to all users within your agency.

If you have a question not addressed here, you can search at the bottom of this article in
Related Topics or you can Contact Support.

Case Screen: People Tab Layout

Image: “Case Screen: People Tab Layout”

Add Relationship

Existing relationships will appear. To add a relationship to the extendedReach system, click on “Add Person”.

Image: “Add Relationships Button”

Be sure to “Save” or “Save and Add Another” before closing this screen.

Relationship Information

Image: “Relationship Information”

Field Name Description
Type
Last Name
First Name
Middle Name
Company
Date of Birth
Gender
Race
SSN
Employer
Title
Supervisor
Emergency Contact
Legal Guardian

Current Address

Image: “Address Screen”

Field Name Description
Address 1
Address 2
City
State
Zip
County
Home Phone
Work Phone
Mobile Phone
Other Phone
Fax
E-mail

Copy from Other Case

One way to add a relationship to the People Tab, is to click on “Copy from Other Case”.

Image: “Copy from Other Case Button”

Select a relationship for the list and click on “OK”.

Image: “Copy from Other Case Screen”

Copy from Address Book

Another way to add a relationship to the People Tab, is to click on “Copy from Address Book”. Click here to learn how to add people using the Address Book.

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