How do I add/remove plaintiffs?
A plaintiff is the person or organization that is initiating a case. Use Plaintiffs to record the name, contact information, and prosecuting attorney for each plaintiff.
Add a plaintiff
When you add a new case the system will also prompt you to add the plaintiff information. Or you can use Setup New Plaintiffs to add the plaintiff information later. On the other hand, you can use Setup New Cases to set up a new case and add the plaintiff's information at the same time.
Do this...
1. Open Connect Court Management > Organization > Plaintiffs.
2. Click New (CTRL+N).
3. Fill in the plaintiff's information. The fields on the Plaintiff form are listed in alphabetical order, see the other topics in this section.
The routine will assign the next available number as the plaintiff number.
4. Click Save (CTRL+S)
The plaintiff is saved.
Change a plaintiff
Update the address, contact information, and default prosecuting attorney on the plaintiff's record.
Do this...
1. Open Connect Court Management > Organization > Plaintiffs.
2. Use the Lookup bar to enter a plaintiff name. Press Enter.
3. Now, edit the plaintiff properties.
4. Click Save (CTRL+S).
The updated record is saved.
Delete a plaintiff
Remove a plaintiff record from the database. You cannot remove a plaintiff if related transactions exist.
Do this...
1. Open Connect Court Management > Organization > Plaintiffs.
2. Use the Lookup bar to enter a plaintiff name. Press Enter.
3. Click Delete (CTRL+D).
The plaintiff is deleted.
Options
Contact information
The contact information is the address, telephone number, and email address.
Notes
In Court Management, there are many ways to add a note to a plaintiff record.
Where can I add a note to a plaintiff record?
Organization > Plaintiffs > Notes tab.
Cases > Setup New Cases > Plaintiff field. Use the Additional Options menu to select Modify.
Prosecuting attorney
The prosecuting attorney is the individual who serves as the legal representative of the prosecution.
What do you want to do?
I want to use an existing prosecuting attorney. Use the Prosecuting Attorney drop-down list to select the name of an attorney.
I need to add a new prosecuting attorney. Use the Prosecuting Attorney menu to select Add New. Then, fill in the information for the new prosecuting attorney and click Save (CTRL+S). Next, click Close (CTRL+F12) to return to the Plaintiffs screen.
I want to update properties on an existing attorney record. Use the Prosecuting Attorney menu to select Modify.
Help me find a prosecuting attorney. Use the Prosecuting Attorney menu to select Search.
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