Add multiple staff to a support field in Case Info tab

Our office has more than 1 atty working  & more than 3 staff working a case. Because we cannot add additional people, we had to create a group of people in order for reminders to work,  however because of that, everyone has to check two different reminder windows each day.

  • Guest
  • Feb 24 2020
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  • Guest commented
    16 Feb, 2021 02:37pm

    We have a segmented process, so at any one time, there may be a Legal Assistant, two attorneys, a law clerk, and a resolution specialists assigned to a case. We turned Case Stage into the resolution specialist field. Multiple people in a support field is a great idea!