20.4 Setting up the Case/ Contact Relationship
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In AgileCase, the most basic relationship is that between a contact and a case. By linking a contact to a case, their details will be listed under the "Contacts" tab. This makes it easy to communicate with everyone involved in a case as all relevant contacts will be listed under this tab once their relationship to the case has been established.
The first step is to create a contact. This is easily done by selecting the “Add Contact” icon in the “Contacts” tab and filling in the appropriate information.With a set of contacts established you are able to relate them to your cases. To do so simply go to the “Contacts” tab under the main “Case” tab.You can then enter the name of your contact you wish to associate with the case. A search function aids you in finding the contact you want.You can then assign a relationship to the contact. Do this by selecting one of our preset relationships or type your own in to the text box to create a new one.The relationship can then be established by clicking the “Link Contact” icon. Once you have done this, your contact will be linked to the case.
It is also possible to edit the relationships available via the settings screen. This allows you to remove the default data and edit existing relationships. You can also associate relationships with particular case types- in much the same way you relate a case type with a practice area- allowing you to create separate sets of relationships for different areas of your business.
With a relationship established, your contact will now be listed in the “Contacts”. The advantage of this relationship system is that it is specific to the case, not the contact, so one contact can perform multiple roles in several cases at the same time. For example, contact could serve as a solicitor in one case and a consultant in another without the need to edit any contact details.
For more information about linking contacts to cases, please view the documentation topic here.
In the next part we will look at creating custom fields within a case, allowing you to configure your workflow by managing what information is required in each case type.