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INSZoom - Add additional relative/dependent/co-sponsor to a Case

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This article will guide you with instructions on how to add additional relative/dependent/co-sponsor to a Case

Add additional relative/dependent/co-sponsor to a Case

Go to the client's case.

Click on the option 'Add/Remove' next to 'Co-Applicant(s)'.

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You can either link a relative that is already listed or enter the co-applicant's information: first name, last name, and relation.

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If you do not see any options for relations, it is because it has not been selected in the settings. Follow the directions below to configure the relations.

Go to Setup > Settings.

Select 'Advanced Settings'.

Search for Settings - 'Configure Relationship'.

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Select 'Edit' and then 'Add' or 'Add All'. These relationships will now appear in the co-applicant selection in the case.

 

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  1. Article type
    How-to
  2. Tags
    1. Add Relatives/dependent/co-sponsor
    2. Case
    3. INSZoom
    4. matter