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: