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.

  1. Navigate to App Launcher >  Matters.
  2. Select a Matter Name.
  3. Navigate to the Sidebar > Parties.
  4. Select Add Party. A modal appears.party1.jpeg
  5. Select the + (Create Party) button. A modal appears.
  6. Choose a record type and select Continue.
  7. Populate the Create Party modal with as much information as possible.party2.jpeg
  8. Save.
  9. Define the Role, Role Subtype, and Parent Role.
  10. Save.party3.jpeg

The added party populates in the Party list.

View Party Details

  1. Navigate to App Launcher >  Matters.
  2. Select a Matter Name.
  3. Navigate to the Sidebar > Parties.
  4. Select a party row in the list.party4.jpeg
  5. Review Party & Role details.

Party Details Actions

You can interact with party records from the detail view. Icons from left to right:

  1. Delete: Removes party from matter (does not delete the party record itself)
  2. Open New Tab: Opens full party record in a new salesforce tab.
  3. Close Party Details: Returns to the full list of parties associated with the matter.
  4. Edit: Opens edit modal.

Search Parties

Search for parties associated with a matter from the Parties & Roles component.

  1. Navigate to App Launcher >  Matters.
  2. Select a Matter Name.
  3. Navigate to the Sidebar > Parties.
  4. Input a Party Name or Role in the Search to Filter field.
  5. Select the party record that matches to review details.party5.jpeg

Filter by Role

Filter parties associated to a matter by their role from the Parties component.

  1. Navigate to App Launcher > Matters.
  2. Select a Matter Name.
  3. Navigate to the Sidebar > Parties.
  4. Choose a value from the Filter by Role dropdown.party6.jpeg
  5. 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.

  1. Navigate to App Launcher >  Matters.
  2. Select a Matter Name.
  3. Navigate to the Sidebar > Parties.
  4. Select the Dropdown icon on a Party row.party7.jpeg
  5. 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.
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