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Law Relationships

This module is used to Enter/Edit Law Relationships

Fields
Create New
Edit
Searching
Delete
Return

Entering Law Relationships

1. Enter a Relationship. This field is for defining the relationship of a Who's Who record to a Client-Matter. It is a good idea to come up with a list of relationships for all users to follow so that one person is not entering SPOUSE while another enters HUSBAND or WIFE. Consistency is the key to effective and accurate reports.

2. Enter the labels you will need for this relationship in the Who's Who File. These labels will appear in the custom tab pages and Picture tab page in Who's Who.

3. Press F2 to save your changes. If you prefer you may also click the Save Button instead.

4. The Save as new button allows for the user to call up a Relationship and use the labels for that Relationship to create a new Relationship. This feature is to reduce data entry time for similar Relationships.

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Editing Law Relationships

1. Call up the record by finding or clicking the search icon.

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 Law Relationships

To Search using the Function Keys

1. Place the cursor in the Relationship field and enter the Relationship Press F9 or click the find button.
Use F8 to go to the next record and F7 to go to the previous.

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

To Search Using a Selection List

1. Click on the Selection List Button located at the end of the Relationship field to display the Law Relation Lookup Dialog.

2. Do one of the following:

a. Click on the desired relation and then click on the OK button.
b. Click on the Search button, enter the relation and click on OK. Click on OK a second time to select the record.

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Deleting Law Relationships

You may not delete a relationship that is in use.

1. Find the Law Relationship record and, with the cursor in any field, press Shift+F2.

*You may not delete a relationship of "CLIENT" or "ADVERSARY".

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Law Relationships View Fields

Field Size Description
Relationship30 CharRepresents a person's relationship to the matter


Custom Labels for Who's Who View
Custom Labels for the Who's Who Alternate Address One Tab Page
Custom Labels for the Who's Who Alternate Address Two Tab Page
Custom Labels for the Who's Who Alternate Address Three Tab Page

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Custom Labels for Who's Who View

Field Size Description
Relationship30 Charrepresents an individuals relationship in the matter.
Code 120 CharSets label for code 1
Code 220 CharSets label for code 2
Code 320 CharSets label for code 3
Code 420 CharSets label for code 4
Code 520 CharSets label for code 5
Code 620 CharSets label for code 6
Code 720 CharSets label for code 7
Code 820 CharSets label for code 8
Code 920 CharSets label for code 9
Code 1020 CharSets label for code 10
Date 120 CharSets the label for date field 1
Date 220 CharSets the label for date field 2
Date 320 CharSets the label for date field 3
Date 420 CharSets the label for date field 4
Date 520 CharSets the label for date field 5
Date 620 CharSets the label for date field 6
Date 720 CharSets the label for date field 7
Date 820 CharSets the label for date field 8
Date 920 CharSets the label for date field 9
Date 1020 CharSets the label for date field 10
Num120 CharSets the label for number field 1
Num220 CharSets the label for number field 2
Num320 CharSets the label for number field 3
Num420 CharSets the label for number field 4
Num520 CharSets the label for number field 5
Num620 CharSets the label for number field 6
Num720 CharSets the label for number field 7
Num820 CharSets the label for number field 8
Num920 CharSets the label for number field 9
Num1020 CharSets the label for number field 10
Note120 CharSets a label for notes field 1
Note220 CharSets a label for notes field 2
Note320 CharSets a label for notes field 3
Note420 CharSets a label for notes field 4
Note520 CharSets a label for notes field 5
String520 CharSets a label for the last string field
Picture20 CharSets a label for the picture


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Custom Labels for the Who's Who Alternate Address One Tab Page

Field Size Description
String 120 CharSets a label on the first field
String 220 CharSets a label on the second field
Altstr120 CharSets label for first street address
Altcity120 Charsets label for first city address
Altstate120 CharSets label for first state address
Altzip120 CharSets label for first zip
Altphone120 CharSets label for first phone
Altfax120 CharSets label for first fax phone


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Who's Who Alternate Address 2 Tab Page

Field Size Description
String 320 CharSets a label on the third field
String 420 CharSets a label on the fourth field
Altstr220 CharSets label for second street address
Altcity220 Charsets label for second city address
Altstate220 CharSets label for second state address
Altzip220 CharSets label for second zip
Altphone220 CharSets label for second phone
Altfax220 CharSets label for second fax phone


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Who's Who Alternate Address Three Tab Page

Field Size Description
String 620 CharSets a label on the sixth field
String 720 CharSets a label on the seventh field
Altstr320 CharSets label for third street address
Altcity320 Charsets label for third city address
Altstate320 CharSets label for third state address
Altzip320 CharSets label for third zip
Altphone320 CharSets label for third phone
Altfax320 CharSets label for third fax phone


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