Participants Related List (standard)

Navigate to Matters

Click on the Matters TAB

Choose a Matters

Choose a Matters

Choose a Matters to add a Participant to

Paticipants related List

Paticipants related List

Hover your mouse over Participants related list link (at top of Matter page)

Click on New Participant button

Select Participants record type

Select Participants record type

Available Participant Record Types:

Contact

~To add Contact Participant

Account

~To add Account Participant

User

~To add User Participant

Choose desired record type

Click Continue to move to next step of Participants creation/selection

Click Cancel to exit participant creation/selection

Contact Participant creation screen

Contact Participant creation screen

Matter

~ Defaults to matter you were adding participant from

Contact

~ Type all or part of the name of desired contact

~ Click Look-up icon to the right of the contact field

~ Choose the correct contact from the lookup selection window

~ Click Save in Contact look-up window

~ Proceed to fill in remaining Contact Participant fields

Record Type

~ Reflects Record type chosen in Record Type selection step

Name

~ Choose a unique name for this Participant

Role

Choose one or more role from the available Role Selections

~ Attorney

~ Co-counsel

~ Opposing Attorney

~ Outside Counsel

~ Expert

~ Witness

~ Spouse

~ Child

~ Judge

Add additional options to list via picklist modifications: Modifying a Picklist's available values

Set a Comment if desired

Click SAVE to save your work

Click SAVE & NEW to add another Contact Participant.

Account Participant creation screen

Account Participant creation screen

Matter

~ Defaults to matter you were adding participant from

Account

~ Type all or part of the name of desired account

~ Click Look-up icon to the right of the account field

~ Choose the correct account from the lookup selection window

~ Click Save in look-up window

~ Proceed to fill in remaining account Participant fields

Record Type

~ Reflects Record type chosen in Record Type selection step

Name

~ Choose a unique name for this Participant

Role

Choose one or more role from the available Role Selections

~ Attorney

~ Co-counsel

~ Opposing Attorney

~ Outside Counsel

~ Expert

~ Witness

~ Spouse

~ Child

~ Judge

Add additional options to list via picklist modifications: Modifying a Picklist's available values

Set a Comment if desired

Click SAVE to save your work

Click SAVE & NEW to add another Account Participant.

User Participant creation screen

User Participant creation screen

Matter

~ Defaults to matter you were adding participant from

User

Select Type of User member

~ 'User' - internal licensed user of Advologix system

~ 'Customer Portal User' - external user of the Advologix Client Portal

Look-up User member

~ Type all or part of the name of desired User member

~ Click Look-up icon to the right of the User field

~ Choose the correct staff member from the lookup selection window

~ Click Save in look-up window

~ Proceed to fill in remaining User Participant fields

Record Type

~ Reflects Record type chosen in Record Type selection step

Name

Defaults to User Chosen

~ Choose a unique name for this User Participant if desired

Role

Choose one or more role from the available Role Selections

~ Attorney

~ Co-counsel

~ Opposing Attorney

~ Outside Counsel

~ Expert

~ Witness

~ Spouse

~ Child

~ Judge

Add additional options to list via picklist modifications: Modifying a Picklist's available values

Set a Comment if desired

Click SAVE to save your work

Click SAVE & NEW to add another User Participant.

Newly Added Participant

Newly Added Participant

After clicking Save on the Participants creation screen you are taken back to the matter and can see that the newly added participant now shows in the Participants related list for that matter