Other Cases can be added to the Companion Groups where the current Case is a member. A Case can be a member of multiple companion groups.
To add a Case to a Companion Group:
Select the desired Companion Group from the Groups Pane on the left of the Companion Cases Tab. The list of current members for the selected group will display in the Group Members Pane on the right side of the tab.
Enter a fragment of the Party name in the Add Case search field above the Group Members grid and click the search icon
or hit the ENTER key. The search results will display the Select a Case window.
The Search Criteria will default to Case #/Intake #.
Locate the desired Case and click the Select button to insert the Case into the Group Members pane for the selected Companion Group.
Click the Save button to save changes to the Companion Cases Tab.
The added Case will be listed as a member in the Companion Groups Directory for the selected Companion Group as well as on the Companion Cases Tab for that Case.