Cases | Manage Clients And Parties

Manage clients and parties
Design a Party or Related Contact as active or inactive
In order to have a clear and telling tree of the related parts and contacts of a file, it is possible to design these related parts or contacts as active or inactive. In step "2 - Parts of the form for creating/modification of a file and in the "Edit ...
Defer a Customer as active or inactive
In order to have a clear view of the parties involved on your files, it is possible to design your clients as active or inactive on a file. in theâ€" step "2 - Parts" of the form for creating/amendment of a filein themodal "Edit the parts",aActive / ...
Create/modify the parts of a File
You can create/edit the Parts of a File: Thecreation of the Dossierin Step 2 When youedit a Folder When you are on the Parties' edition page: If not already add thefirst Client of the File Indicate thetype of contactby clicking on the appropriate ...

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Access to Settings
Access to parameters To access your settings, click on your initials or photo in the top right corner. Then click on "Settings" to access it. In the Settings, you will be able the content you can customize. IMPORTANT: the Settings menus displayed on ...
Managing the roles of linked contacts
When you create or edit contacts, or when you manage parties of a matter, you have the opportunity to add linked contacts and indicate what role they have. At any time from the Customizable Settings List menu (1), you can add new roles (2), change ...
Manage the types of parties within your matters
When creating or modifying a folder you can add, in addition to the client, other parts: opponent, expert, etc. At any time from the Customizable List of Settings menu (1) you can add new game types (2), change existing typologies (3), or even delete ...
Disable one of your users
This setting is only available to users with the "User Change" right (see articleChange the profile of your users). Appointments to yourParameters> Company > Users & Teams (https://secure.jarviscloud.fr/law-firm/users) Click on thebutton of actionsto ...
Change the password of one of your users
This setting is only available to users with the "User Change" right (see articleChange the profile of your users). Appointments to yourParameters> Company > Users & Teams (https://secure.jarviscloud.fr/law-firm/users) Click on thebutton of actionsto ...

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