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Lead/Member Cases (Compact) Block

Displays the Lead/Member status of a case on the main profile page, and an "Expand" button that offers different options depending on the case's Lead status.

If the case is not a Lead case, the Expand button displays an "Edit Lead Status" button and an "Associate with Lead Case" link.

If the case is a Lead case, the Expand button displays an "Edit Lead Status" button, a "View a summary of Member cases" link, and a list of Member cases. The columns in the list are selected in the configuration options.


Configuration Options:

* Show Client
* Show Date Opened
* Show Legal Problem Code
* Show Special Legal Problem Code
* Show Primary Assignment
* Show Case Status
* Show Case Status Note
* Show Conflict Status
* Show Case Disposition


Note re Labels:
If you prefer other terminology beyond Lead/Member, that can be changed on the Admin -> Site Settings page: