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.
* 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: