How to link a client to a case

To group similar cases together, you can link them to a client. With this approach, all cases belonging to a single client are grouped together.

To add a case to a client, you can follow the below steps:

1. Navigate to the Cases tab and select the specific case you would like to add to a client.
2. In the cases card, select the Add client button. A new dialog will open on the right side of the screen.
3. In the Add client dialog, fill in the name of an existing or new client you would like to link to this case.
4. If the client name already exists, it will show up below the client name you filled in.
   • Select the client you would like to attach to this case.
   • Click on the Add clients button at the bottom of the dialog.
5. If there is no client which matches your filled in client name, nothing will show up below the searched client name.
   • The button Create new client can be selected.
   • The client is now created, and can be added to the case by selecting the Add clients button at the bottom of the dialog.