RB User Guide > Calendar > Cases

Entering general case information

After entering the required case name (see Setting up cases), you can enter or update case information at any time.

Continued from Setting up cases or Updating cases.

1. In the New Case/Edit Case window, enter text or make selections:

   • *Case Name

     Required. Brief case name (case nickname or caption). This short case name prints on all documents including confirmations, invoices and reports.

   • Status

     Default status appears. In a New Case window, Status is New and can’t be changed.

     • If a case is settled, see Settling cases.
     • If a case is canceled, see Canceling cases.

     Otherwise, to change the case status, see Changing case or job status.

   • Case No.

     Case number. RB can add the case number to RB-PDF Transcripts (RB9 only).

   • Case Type

     Category case falls under. (Case types and default are set in Lists.)

   • Trial Date

     Scheduled date for trial to begin. See Date Navigator.

   • Federal Case

     If this case will be heard in a federal district court.

   • Court/County

     Court or county of jurisdiction.

   • Sales Rep

     Sales representative (account executive) assigned to case. To select a sales rep, click . (See Looking up resources.) RB’s Sales Commission Report uses this field to find commissionable invoices.

   • Client Of

     Resource who will receive a commission for jobs associated with this case. To select a Client Of resource, click . (See Looking up resources.) If a resource is entered here, Turn In will calculate commissions on case jobs for this resource instead of the Client Of resource listed for the contact. Also, RB’s Sales Commission Report uses this field to find commissionable invoices.

   • Full Case Name

     Complete case name.

   • Case Warning

     Text entered here appears on jobs related to the case.

   • Remarks

     Unlimited character count. Text entered here appears in the View Case/Edit Case windows and on Assignment Notification worksheets sent to resources if this optional field is added to the worksheets in Form Templates. To:

     • Customize the appearance of the remarks, see Customizing notes & remarks.
     • Include boilerplate text set up using Notes Templates, see Adding boilerplate text to remarks & notes.
2. If finished entering case information, click Save. Otherwise, to:
   • Add parties to the case, see Adding parties.
   • Update existing parties on the case, see Updating parties.
   • Attach jobs to the case, see Scheduling jobs.
   • Upload case files, see Uploading files to a repository.
   • Include case notes, see Making notes.

Reference

• Lists
• Date Navigator
• Sales Rep
• Client Of
• Send Assignment Notifications/Cancellations
• Form Templates
• Notes Templates

Step-by-step instructions

• Setting up cases
• Updating cases
• Searching cases
• Settling cases
• Canceling cases
• Changing case or job status
• Entering dates
• Looking up resources
• Customizing notes & remarks
• Adding boilerplate text to remarks & notes
• Adding parties
• Updating parties
• Scheduling jobs
• Uploading files to a repository
• Making notes