When working in the Services section, you will be able to add additional contacts and create new casework contacts.
- Open Services (suitcase icon) from the left main navigation menu.
- Hover over the Case Tile and select the Case Details arrow.
- Click Add People in the action menu.
- Search for an existing contact or select Create New Person to add a new person.
- Complete the required fields and select Save. The new contact will be automatically selected.
- Select Add Selected.
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