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.