RB User Guide > Calendar > Cases OR Jobs

Adding parties

You can add parties to cases and jobs. If you enter parties in a case, any new jobs created from that case will automatically include the case parties. If you attach the case to an existing job, the case parties will be automatically added to the job. If you add parties to a case after jobs have been created, you can retroactively add the parties to those jobs.

1. Access case/job

   1. If not already in an Edit Case/Edit Job window, find the:
   • Case in Calender > Cases
   • Job in Calendar > Jobs (List View)/Jobs (Monthly View)/Jobs (Weekly View)

   See Searching cases and Searching jobs.

   2. In the View Case/View Job window, click Edit.
   3. Scroll or jump to the Parties pane in the Edit Case/Edit Job window.

2. Select party

   In jobs, the ordering client is automatically entered in the Parties pane when you save the job. If the job is part of a case and you entered the case name in the Case field before saving, all case parties are automatically entered in the Parties pane too. To update existing parties’ information, see Updating parties.

• To add a party:

  1. Click  in the Parties pane header.
  2. In the Lookup Firm panel, search for firm and click its hyperlink (see Looking up firms). (If the firm is not in your database, click New to add the firm. See Adding firms to RB.)
  3. In the New Party panel, all contacts in the firm are listed in *Contacts (required). Check the box(es) to select contact(s) who are associated with the case. (If a contact at the firm is not listed, click to add the contact. See Adding contacts to RB.)
  4. Click Save >
     • Save & Edit – To continue adding information about the party in the Edit Party panel.
     • Save & Close – If you don’t have more information to include about the party or additional parties to add.
     • Save & New – To add another party without leaving the New Party panel. Automatically opens Lookup Firm panel to search for another case party.
  5. RB adds the party to the Parties pane.

• To add case parties to existing jobs:

  In most instances, case parties will be automatically included in jobs linked to the case. However, if parties are added to a case after jobs have been created, RB does not add the parties to existing jobs. You can add the case parties to related jobs in 2 ways:

  From within the case party

  Use this method to add a party to all existing jobs in a case.

  1. In an Edit Case window, click the hyperlinked party in the Parties pane.
  2. In the Edit Party panel, click More > Add to all linked Jobs.
  3. RB adds the party to existing case jobs. When the operation is complete, click OK in the popup that appears.

  From within the job

  Use Prefill to update the list of parties on a single job.

  1. In an Edit Job window, click  > Prefill parties from Case in the Parties pane header. All parties attached to the case in RB will automatically be added to the list of parties.
  2. Click OK in the popup that appears.

3. Enter party information

   If the Edit Party panel for a party doesn’t open automatically, click the party’s hyperlinked name in the Parties pane.

• General

  To enter general information about the party, such as what their role is and what privileges they get, see Entering general party information.

• Billing Info

  To enter the party’s billing information, such who to bill and insurance information, see Entering party billing information.

• Requested Services

  To include the party’s standing requests, see Selecting preferred or requested services.

4. Finish adding party

   1. Click Save in Edit Party panel.
   2. Click Save in the Edit Case window or Save > Save & Close in the Edit Job window.

NEXT: Add specialties to jobs

Once you have created a case or job, you can enter information in the Edit Case/Job window in any order, but our recommendation for jobs is to enter any specialties required for the job after entering requested services and before assigning tasks, so they do not get overlooked. See Specialties. If there are no specialties to enter, the next step is entering tasks in jobs.

Reference

• Parties
• Prefill
• Specialties

Step-by-step instructions

• Setting up cases
• Scheduling jobs

• Searching cases
• Searching jobs
• Looking up firms
• Adding firms to RB
• Adding contacts to RB
• Updating contacts
• Updating parties
• Entering dates
• Entering general party information
• Entering party billing information
• Selecting preferred or requested services
• Entering tasks