Adding and Removing People From a Case

Need to connect with someone who is not already on a case? You can add them!

People on this Case:

When looking at a case, you will see a section on the right sidebar for everyone on the case

By default, this will include both the primary constituent and an agency contact who were selected when the case was first created. 

Adding Constituents and Agency Contacts to Cases:

If you want to add other people to the case (for instance, family members of the constituent), change the primary agency contact, or add a secondary agency contact, simply click click the plus button next to the primary constituent in the 'people' list.

A popup window will appear where you can type in the name of the person or the agency you want to add.

You can choose from a list of people or agencies on the left, and the results will appear on the right. Once you find the person you want to add, click the "Add to Case" button.

Change Primary Agency Contact

If you have multiple agency contacts on the case, you can choose to promote one of the secondary contacts to be the primary agency contact for the case by clicking the small action button to the right of their name and selecting “Promote to primary” from the menu.

Please note: The primary constituent on a case cannot be changed. If it is incorrect, make a note in the case, close it out, and start a new case.

Removing People from Cases

To remove a person, click the small action button to the right of their name from the people list, and select “Remove person from case" from the dropdown menu.