Tip #207 - How to Display Employer Name on Plaintiff’s Summary Page

The SmartAdvocate “Plaintiff’s Summary” Screen is used to add information like:

New Plaintiff
Other Plaintiffs
Non-Party Contacts_[1]
Counter Claims

Good News: We have expanded the available items on the “Plaintiff’s Summary” Screen to allow you to display additional information using the “Show/Hide Columns” feature. This page now includes “Employer Name”.

You will need to first enter the “Plaintiff’s Employment” information on the “Employment Page”. This page is usually located under the “Plaintiff” Section and accessed from the Left Menu.

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2. After you have entered the “Employment Details” on the “Employment Page”, the name will be available to display on the “Plaintiff’s Summary” Screen. If the Employer name is not visible there, it simply means that you will need to use the “Show/Hide Columns” feature to add that column to the grid.

Here’s how: Go to the “Plaintiff’s Summary” Screen and click the “Layout” button in the bottom-right corner of the page then click the “Show/Hide Columns” tab on the pop-up.

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3. The “Column Chooser” dialog box will appear with the available columns that can be added to the grid.

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4. Use your mouse to ‘drag’ the “Employer” column to a location on the grid between any of the displayed columns. In the below example, the “Employer” column was placed between the “DOB” and “Comments” columns.

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[1] TOTW issued on 08/29/2022 – How to Add Related Non-Party Contacts