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Lori R.

Client Case Attorney Filter

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I need to add an attorney to the Client Case Attorney filter which is under Filter Groups:  Client.  How do I do that?

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    The answer to this question depends on how the "Case Attorney" custom field was setup initially.

    Look under Setup, Custom Fields... and locate the field titled (I presume) 'Case Attorney'.  If it is a List type field, you will need to add the new name you wish to appear.  If it is a Timekeeper type field, you merely need to create the new user in Timekeeper list.

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  • 0

    The answer to this question depends on how the "Case Attorney" custom field was setup initially.

    Look under Setup, Custom Fields... and locate the field titled (I presume) 'Case Attorney'.  If it is a List type field, you will need to add the new name you wish to appear.  If it is a Timekeeper type field, you merely need to create the new user in Timekeeper list.

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