RB User Guide > Calendar > Cases OR Jobs

Updating parties

Edit a party’s information, add the party to jobs tied to a case, or delete the party from the case.

  1. Access case/job

    1. If not already in an Edit Case/Edit Job window, find the:
    2. In the View Case/View Job window, click Edit.

  2. Update party

    1. In the Parties pane of an Edit Case/Edit Job window, click the hyperlinked Contact.
    2. In the Edit Party panel, to:
      • Edit the party’s information

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

        To update billing information, such who to bill and insurance information, see Entering party billing information.

        To update standing requests, see Selecting preferred or requested services.

      • Update a case party’s information case-wide

        Case only

        When updating the general or billing information for a party to a case, or adding services they have requested, click More > Update to all linked Jobs to have the new/updated information added to all jobs in the case that they are party to.

      • Keep the party in the case, but not in future case-related jobs

        Case only

        Enter the date in Inactive From, or click calendar button to select the date in the Date Navigator. See Entering dates.

      • Remove the party from the Parties list
        (Cannot delete a job’s Ordering Client.) Click Delete. In the popup, click:

        Yes to delete this party from the job, or if in a case, the case and all jobs.

        No to delete this party from the case, but not the jobs. (Case only)

      • Add the party to all linked jobs of a case

        Case only

        Click More > Add to all linked jobs. In the popup that appears, click OK.

Reference
Step-by-step instructions