Add a New Case to an Existing Client

How to add another case for a client that have more than one case. 

• Using the search bar on the top of the page, search for the client you want to add a new case to.

• Locate the client you want to add a new case to.
• Click the arrow at the end of the desired client’s row.
• Select New Case from the drop-down menu.

• A new tab will open the Add New Case window.
• Fill the information out as usual. The client's existing information will be filled in already.

• Click Save in the bottom right corner.
• You have added the new case to the existing client.