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Case Notes

Use this module to enter/edit Case Notes.

Fields
Create New
Edit
Searching
Delete
Return

Entering Case Notes

1. Enter a Note Code.

2. Enter a valid attorney code. Clicking on the Selection List Button at the end of the window will display a list of valid choices.

4. Enter a valid Client/Matter/Sub Matter code. Clicking on the Selection List Button at the end of each window will display a list of valid choices.

5. Enter the note.

6. Save the record by clicking the Save Button.

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Editing Case Notes

1. Call up the record by finding or entering the Client Number.

2. Change the fields to be edited.

3. Press F2 or click on the Save button to save your changes.

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Searching for a Case Notes Record

It is possible to filter or constrain records while searching Case Notes. Records may be constrained by Client-Matter, Code, and Attorney .

To constrain records by Client-Matter (from Case Notes)

1.Select/enter the desired Client, Matter, Sub Matter number using the Client-Matter Selection List.
2.Click on the Filtered List Button. A list will automatically be displayed to meet the specified criteria. Please note that constraining by Client-Matter may take minutes to display the selection list.

To constrain records by Code/Attorney

1.Enter a Code and/or Attorney in the appropriate fields, or select a code or attorney from the lookup list.
2.Click on the Filtered List Button. A list which meets the specified criteria will already be displayed.

Continue with the instructions below.

To Search using the Function Keys

Place the cursor in either the Code or Date fields. Enter the desired data and press F9. Use F8 to go to the next record and F7 to go to the previous.

1. The search is started against the first most matched record to your entered criteria. For example, entering "A" in the name field and then pressing F9 will bring up the first record beginning with A.

To Search Using a Selection List

1. Click on the Selection List Button located at the end of the Code or Date fields to display the Case Notes Lookup Dialog.

2. Do one of the following:

a. Click on the desired record on the OK button.
b. Click on the Search button, enter the Code or Date and click on OK. Click on OK a second time to select the record.

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Deleting a Conflict of Interest Record

1. To delete a Case Note, find the note.

2. Press Shift+F2.

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Case Notes View Fields

Field	Size	Description
Code	2 Char	Field used to represent the note
Date	Standard Date	Field for the date the record was created
Atty Code	4 Char	Code field used to represent the Attorney
Client	6 Char	Code field used to represent Client
Matter	6 Char	Code field used to represent a matter
Sub Matter	2 Char	Code field used to represent a Sub matter
Note	1008 Char	Field for notes

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