Tip #173 - How To Manually Edit a Case Number In SmartAdvocate

Whenever a new case is created in SmartAdvocate, the system will automatically assign a Case Number in sequential order.
 
Some firms use a unique designation, such as letters, to distinguish the type of case or the assigned attorney. The case number can be edited after the case is created (or copied) by going to the Case Summary page for the case, clicking the “Edit Case” button in the upper-right area, and editing the Case Number field there. At that time, you can add whatever character you want to the case number.

If the Case Number field is not visible when you click the “Edit Case” button, then that ability is currently disabled in your system. If this happens, you (or a firm administrator, if you do not have administrative privileges) can re-enable it. Here’s how:

1. Go to the “System Parameters” page in the Admin menu.

2. In the Parameter Description, type “Allow editing of the case number”.

3. Once found, change the setting under Selected Value to “True”.