What information can be added directly from the case list?

What information can be added directly from the case list?

What information can be added to a case without going to the specific tab?

  1. Events
  2. Relationships
  3. Notes

How to add information to cases without going through each tab?

Select the case(s) in the Case List > Right click Menu > Add > Events/Relationships/Notes

Why would users update information from the Case list?

If an attorney is in court and has a case list of the cases they will be discussing in that trial, the Attorney does not have to go to every tab to add the information. They can select the case, right click to open the menu and add an Event, Relationship, or Note to that case without ever leaving the current screen or flipping through the tabs. If they are working in multiple cases and both cases need the same note or a new relationship, they can also do a bulk update on those cases without needing to go to the tab for each case.

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