- Case Screen: People Tab Layout
- Add Relationship
- Relationship Information
- Current Address
- Copy from Address Book
- Related Topics
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.
Case Screen: People Tab Layout
Image: “Case Screen: People Tab Layout”
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.
Image: “Relationship Information”
|Date of Birth|
Image: “Address Screen”
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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