If you work cases where you could have multiple subjects, this video will be helpful.
The following is covered in this video:
- Adding and Editing Subject Types
- Adding and Removing fields for different subjec types
- Adding additional subjects or parties to a case file
- Setting the default subject type for a particular type of case
- Setting up cases when a company is the primary subject
- Creating a company subject type and making it the default subject for business related cases.