To add, remove, or update existing relationships on a case, click the Edit Existing Relationships link within the Associated Case Actions section of the left-hand sidebar.

You will then be directed to the Edit Existing Relationships page.

On the Edit Existing Relationships page, you can select and change

  1. The related person
  2. Update their relationship
  3. Remove the relationship by clicking the red minus “-” button
  4. OR add a new relationship by clicking Add Item 
  5. Once you have made the necessary updates to the relationships, click Continue to save the changes.

See Also: