Link subjects to record how people, vehicles, locations, items, and businesses on the same case are connected.
Create a relationship
- Create both subject records on the case if they do not already exist.
- Open one subject and find Linked Entities.
- Select Link.
- Search for and select the other subject.
- Choose the appropriate Link Type. Available types depend on the categories of the two subjects.
- Select Link Subject and confirm that the relationship appears.
Choose a meaningful link type
For example, a person can be linked to a vehicle as its Owner or Driver, to a business as an Employee, or to another person as a Spouse or Associate. Record supported facts and choose the relationship from the perspective of the subject you opened.
Remove or correct a relationship
- Open the subject and locate the connection under Linked Entities.
- Select the unlink control for that subject.
- Review the confirmation and select Unlink.
- If the connection needs a different type, create a new link with the correct type.
Note: Unlinking removes the relationship, not either subject profile. Creating links requires the appropriate edit permission; removing links requires the appropriate delete permission.
View relationships together
Return to the case Subjects tab and select Open Matrix to see saved relationships as a graph.