How do I view and edit Case Clients?

Utilizing the Clients tab in a case's details, you are able to view, edit, and add clients to a case.

To start, navigate to the cases screen.

Click the "Records" dropdown on the top blue bar.
Select "Cases" from the dropdown and you will be taken to the cases screen.
Click the case you wish to view/edit to navigate to the case's case details screen.

Below you will find info on:

After navigating to the Case Details screen, click the tab icon that looks like 3 people. This will take you to the Case Clients tab.
There you will see a list of the clients attached to the case, each with its own block. Each block displays the name of the client as well as a scrolling section that will show the client's details. If no clients have been added to the case, a message will display indicating that no clients have been added.
To edit a client, click the blue pencil and paper icon at the bottom of a client block. This will take you to the Client Details screen where you are able to make edits.
If a client is no longer involved with a case, use the red trash can icon to delete the client from the case.
Primary Clients, Defendants, and Locations are marked by a blue star in the software. To assign a new Primary Client, click the blue star icon at the bottom of a client's block and they will be set as the new Primary Client for the case.
To add a new client to the case, click the "Add Client to Case" button below the client blocks.

For information on adding defendant details, see Client Info and Client Details in the article: How do I add a new client?
If your new client cohabitates with the Primary Client, you can click the "house" icon on the right side of the field labeled "Address" to copy the address from the Primary Client to the Client you are entering. This will fill in the fields for "Address", "Suite/Apt No.", "City", "State", and "Postal Code".