Home‎ > ‎Site Admins‎ > ‎Blocks‎ > ‎

Case Contacts Block

Allows searching for a contact to link to a case/matter using a search and select box. Also provides a button to create a new contact record and link it to the case/matter. The create process only allows entering the name and work phone number of the new contact.

The text instructions and search box label are automatically adjusted on a form to reflect the contact type chosen in the block configuration.

The values in the Contact Type dropdown come from the Litigation Contact Type lookup.

Related: There is a static Add Case Contact process that can be enabled in the Actions menu on matters.

Configuration Options:

* Contact Type

* Show Relationship to Parties? - if enabled, displays required fields for Relationship and Litigant, an optional notes field, and a plus button to display another row to set the relationship of another litigant.

Known Issues:

* Creating a new contact via this block does not set the Contact Type on the new contact record. You must manually edit the new contact record and set it. (Ref: 90012)