We've found that some users would prefer a faster method for adding relationships under a Case >> [Relationships] tab >> [Add Relationship +] button:
Single Relationship Screen
When you click the [Add Relationship +] button you likely will see the single relationship screen:
You, first, enter the name of the Case you're about to add as a relationship and click [Search] to cross-reference for existing cases. if no results are found, you click [Add a new person] button:
Multiple Relationship Screen
The Multiple relationships is an option to consider. Pro: Faster data entry (up to 10 relationships at once); Con: Does not currently cross-reference for duplicates before adding:
Here's a short video explaining how the multiple relationships screen would works vs single relationship (~ 2 mins): https://simon.d.pr/v/Yoe4rJ
If interested in activating the multiple relationships feature, reach out to the support team (Network Administrators only).