Contact & Company Roles

Multiple contacts and companies can be associated to a case and their role in the case can also be recorded. For example, one contact may have the role of technician, and another contact may have the role of technical advisor. The primary contact and company associated with the case will appear within the General Information section of the case document.

To create additional contact or company associations for a case, to add a role to a contact or company or to change the primary contact or company association, follow these steps:

1. In the main tab menu or from anywhere within the application, click the Cases tab

2. Click on Case Name of the case that you would like to edit

3. Scroll down the case document until you reach either the Contacts or Companies dark green title bar that you would like to edit and click edit at the top right of the title bar.

1. Click on the magnifying glass to associate a new contact or company to the case.

2. Click on the box to make a contact or company the primary relationship which will automatically display the contact or company within the General Information section of the case document.

3. Type the contact of company's role within the role field.

4. Click Save & Close to save these changes.