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This area is for all cases in the SmartAdvocate system in which this contact has some role. It contains a list of cases in the form of a table, where every row is a separate case, and every column is a separate piece of information about the case. This table is generated automatically by the SmartAdvocate system and no record can directly be added to, edited in, or deleted from this table.
The columns of the table are the case's case number, the case's name, this contact's role in the case, the case type, the date of the case's most recent change in status, the case's current status, and the primary attorney handling the case.
Related Contacts
This area is for other contacts in the SmartAdvocate system that share some sort of relationship with this contact. It contains a list of contacts in the form of a table, where every row is a separate contact, and every column is a separate piece of information about the contact. Contacts can be added to this list, edited, and removed from this list.
The columns of the table are the related contact's name, the related contact's relationship to the main contact, and the related contact's physical address, email address, and phone number. There is also a column for the actions that can be taken on each related contact.
The action column contains two icons: a pencil, which opens an Add/Update Related Contact Panel allowing you to edit the associated related contact; and a red X, which allows you to delete the record (there will be a confirmation message first to prevent accidental deletion).
The Related Contacts area also has two buttons at the top left. Add/Link Employee opens an Add/Update Related Contact Panel with "Employee" preselected, and unchangeable, in the relationship field. Link/Add Related Contact opens an Add/Update Related Contact Panel with nothing filled out, allowing you to add any type of related contact. Both allow you to choose from existing contacts or add a new contact.
If an individual contact has an employer listed, that organization will be listed under Related Contacts.
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