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Referrals and Substitutions are entered in the Retainer/Referral case page. The Only Partial Sub-Out and Only Partial Out options match cases that have Referral Out or Sub Out records with an individual plaintiff, instead of All in the Plaintiff Name column. |
Staff
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Search for the Staff by selecting from the Start with or Contains radio buttons,
orSelect the letter from the alphabet list.
Select SELECT VISIBLE to place checkmarks for every Staff.
Select UNSELECT VISIBLE to remove checkmarks for every Staff.
Place a checkmark in the Exclude checkbox and select individual Staff manually to exclude specific Staff from the search.
Select the Show Only (Firm Role): from the dropdown menu.
Select the Search Only for Case Role: from the dropdown menu.
Place checkmarks in the individual Staff to narrow the search results.
If applicable, enter additional information in other Criteria Tabs.
Select SEARCH CASES.
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