Cause Number

Cause Number is a text field that sites can use for any descriptive text about a case. An advantage over other text fields is that it can be included in the (often red) Search menu.

See the settings on the Search tab of the Admin > Top Level Navigation page to enable it.

Somewhat similar feature: Case Title

Cause Number Identification Feature

Purpose: Increase Cause Number Visibility and Functionality (adds cause number, replaces matter/case ID, and/or makes cause number a clickable link or searchable in some places)

Cost: None

Status: Available on request. File a ticket from your site (Help menu > Support Request) requesting that Cause Number Identification be enabled.

Effects of Enabling

Matter/Case ID will be replaced by Cause Number in the following places:

• Snapshot New (Left Snapshot) on case profile
• Breadcrumb menu on a case
• Browser tab
• Calendar (hover over, event list, event link block: recent clients list, ability to search by cause number when associating an event to a case)
• Messages (list views, associating a message to a case, search by cause number, and displayed in results)
• Add Case Note block's Signature Instructions: [name] for Client Name + Identification (Cause Number); and [causenum] for Cause Number

Cause Number will become a clickable link (opening the case profile) in the following places:

• List views
  • Homepage: Current Assignments, Case/Matter-Recently Accessed, Case/Matter - Cases, Case/Matter - Prescreens, Case/Matter - Matters, Current Prescreens, Tasks, Upcoming Events
  • Case Profile: Other Cases for Client, Related Cases/Matters
  • Mass Assignment Update
  • Mass Calendar Update
• Reports
• Search Results for People, Clients, Case ID, and Notes searches
  • Please note: results of a cause number search will be limited by the currently logged in user's office.