Add a Party & Role
You can quickly associate a party (and their role) to a matter from the Parties component. Check your existing party database using the Party search field before creating a new party. This prevents duplicate records.
- Navigate to App Launcher > Matters.
- Select a Matter Name.
- Navigate to the Sidebar > Parties.
- Select Add Party. A modal appears.
- Select the + (Create Party) button. A modal appears.
- Choose a record type and select Continue.
- Populate the Create Party modal with as much information as possible.
- Save.
- Define the Role, Role Subtype, and Parent Role.
- Save.
The added party populates in the Party list.
View Party Details
- Navigate to App Launcher > Matters.
- Select a Matter Name.
- Navigate to the Sidebar > Parties.
- Select a party row in the list.
- Review Party & Role details.
Party Details Actions
You can interact with party records from the detail view. Icons from left to right:
- Delete: Removes party from matter (does not delete the party record itself)
- Open New Tab: Opens full party record in a new salesforce tab.
- Close Party Details: Returns to the full list of parties associated with the matter.
- Edit: Opens edit modal.
Search Parties
Search for parties associated with a matter from the Parties & Roles component.
- Navigate to App Launcher > Matters.
- Select a Matter Name.
- Navigate to the Sidebar > Parties.
- Input a Party Name or Role in the Search to Filter field.
- Select the party record that matches to review details.
Filter by Role
Filter parties associated to a matter by their role from the Parties component.
- Navigate to App Launcher > Matters.
- Select a Matter Name.
- Navigate to the Sidebar > Parties.
- Choose a value from the Filter by Role dropdown.
- Select a party record which matches the chosen role to view its details.
You can clear the filter by selecting the x icon in the dropdown.
Quick Actions
Interact with party records without having to drill into their details first. Each row of the Parties component has a series of quick actions you can perform directly from the matter.
- Navigate to App Launcher > Matters.
- Select a Matter Name.
- Navigate to the Sidebar > Parties.
- Select the Dropdown icon on a Party row.
- Choose from the following actions:
- Edit: Update the party’s role.
- Open Party: Opens party record in a new tab.
- Remove Parent: Moves a sub-level record to the primary level; does not remove parent party from the matter record.
- Remove: Removes a party and its role from the matter record.