When a client is using your services again, or returning for a different service, you should Add a New Case, rather than overwrite the previous information.
Add a New Case
1. Open the record's Cover Page
2. Click Advanced Options
3. Add New Case
4. SAM will take you to an Edit form with Case related fields. Press Save.
You may be taken to the Case Details page, or the cover page, depending on your agency's setup.
Removing a Case
In rare instances, a client may have a case created by mistake. This can happen as a result of your team accidentally adding a new case, or if the client fills out a form that triggers a new case to be created.
You can remove a case via Advanced Options > Delete Case. This will remove the case you are currently looking at via the Case Navigation field.