How_do_I_add/remove_plaintiffs_

How do I add/remove plaintiffs?

You would add or remove plaintiffs to keep party information accurate within the court system. Adding plaintiffs allows new individuals, agencies, or organizations to be associated with cases, while removing incorrect or inactive plaintiff records helps maintain clean and accurate case data. Courts use this process to support proper case tracking, reporting, legal documentation, and accurate management of parties involved in court proceedings.

 

Add a plaintiff

When you add a new case the system will also prompt you to add the plaintiff information. Or you can use Setup New Plaintiffs to add the plaintiff information later. On the other hand, you can use Setup New Cases to set up a new case and add the plaintiff's information at the same time.


Do this...

1. Open Connect Court Management > Organization > Plaintiffs.

2. Click New (CTRL+N).

3. Fill in the plaintiff's information. The fields on the Plaintiff form are listed in alphabetical order, see the other topics in this section.

The routine will assign the next available number as the plaintiff number.

4. Click Save (CTRL+S)

The plaintiff is saved.

 

Change a plaintiff

Update the address, contact information, and default prosecuting attorney on the plaintiff's record.

Do this...

1. Open Connect Court Management > Organization > Plaintiffs.

2. Use the Lookup bar to enter a plaintiff name. Press Enter.

3. Now, edit the plaintiff properties.

4. Click Save (CTRL+S).

The updated record is saved.

 

Delete a plaintiff

Remove a plaintiff record from the database. You cannot remove a plaintiff if related transactions exist.

Do this...

1. Open Connect Court Management > Organization > Plaintiffs.

2. Use the Lookup bar to enter a plaintiff name. Press Enter.

3. Click Delete (CTRL+D).

The plaintiff is deleted.

 

Options

Contact information

The contact information is the address, telephone number, and email address.

Notes

In Court Management, there are many ways to add a note to a plaintiff record.

Where can I add a note to a plaintiff record?

  • Organization > Plaintiffs > Notes tab.

  • Cases > Setup New Cases > Plaintiff field. Use the Additional Options menu to select Modify.

Prosecuting attorney

The prosecuting attorney is the individual who serves as the legal representative of the prosecution.

What do you want to do?

  • I want to use an existing prosecuting attorney. Use the Prosecuting Attorney drop-down list to select the name of an attorney.

  • I need to add a new prosecuting attorney. Use the Prosecuting Attorney menu to select Add New. Then, fill in the information for the new prosecuting attorney and click Save (CTRL+S). Next, click Close (CTRL+F12) to return to the Plaintiffs screen.

  • I want to update properties on an existing attorney record. Use the Prosecuting Attorney menu to select Modify.

  • Help me find a prosecuting attorney. Use the Prosecuting Attorney menu to select Search.

 

 

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