...

1. Click on New Case Contact

   

2. Click on the Search All Contacts tab

   

3. Click on the Create New Contact button

   

4. Add Case Contact Details

   1. Only Last Name is technically required, but you can add any applicable known information

   2. Click the Save button

      

5. Identify the Case Contact Type

   1. You can only have one Primary Employee/Contact, but you can select from the drop-down any of the other options (spouse, husband, wife, child, etc.).

   2. Click Save

   Redirect to the Case
   1. Image Added

6. You’ve successfully added a new Case Contact
   Click on the Case Number
   View Case Contactto go back to the Case record page.

   Image Added

Reassigning a Case Contact

...