Changing the Default Subject Type

When creating a new case, the system automatically prompts the user to fill in information related to the Primary Subject.  The form that is used in this process is determined by the default subject type, defined inside the case type configuration. To change or set the primary subject type for a given case type, click Settings, and then click Case Types.  From here, click a case type, and find the section that relates to Subject Types.  


To set a default, select the Default Type from the drop down (it must already be checked in the Subject Types block above).  Once you have chosen the default type, click Save Case Type to save your changes.  

Note:  To make changes to your subject types/forms, customize your subject types.

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