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Add/Update Other Referral
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Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Add/Update Other Referral from the dropdown menu.
Select from the radio buttons for Add Referral, Update Referral, or Remove Referral.
Select the New Other Referral from the dropdown menu.
Select the Current Other Referral from the dropdown menu.
Update Referral or Remove Referral must be selected for this dropdown to become active.Select from the Primary Plaintiff or All Plaintiffs radio button.
Select the Relationship to Firm from the dropdown menu.
Select the Relationship to Firm from the dropdown menu.
Enter the Received Date.
Enter any relevant Comments.
Select ADD/UPDATE OTHER REFERRAL to add or update the other referral information.
Otherwise, select CANCEL to return to the previous screen.
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Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Add Contacts to Mailing List from the dropdown menu.
If applicable, place a checkmark in the Exclude Prevent Mailing checkbox.
If applicable, place a checkmark in the Exclude Minor, Deceased And Incompetent checkbox.
Select from the Primary Plaintiff, Primary Plaintiff and Primary Contact, Primary Contact, and All radio buttons
Select the Select Mailing List radio button and the appropriate item from the dropdown menu or
Select the New Mailing List radio button and the appropriate item from the dropdown menu.
Enter a relevant Description.
Select ADD CONTACTS to Add Contacts To Mailing List.
Otherwise, select CANCEL to return to the previous screen.
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