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This lesson will show you how to set up new client relationships in a case type.
Access the "Relationships" page
Relationships are an option within a case that allows you to select how the client is related to a case. For example, a relationship type of "Solicitor" will allow you to select a contact as a solicitor within the specified case type.
To create a new relationship, first navigate to the "Relationships" page by clicking the button on the settings menu under "Case Type Settings".
Add a new relationship
The relationships page displays all of the relationship types you have created as well as the case types there are available in.
To add a new relationship type, click "Add Relationship" at the top of the page.
Fill in the related contact type details
You will now be presented with a series of fields to fill out. the name and description fields allow you to decide the title of the new relationship type and write a brief description of it.
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Once you have finished specifying your new relationship, click "Save Changes" to create it.
Editing and deleting relationships.
Now that your new relationship type has been created it will be listed on the relationships page along with the AgileCase default relationships.
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