Counsel items can be modified either in the detail view of an individual item or in bulk on the list view.
NOTE: You must have Modify permissions to Case > Counsel Tab. You must have Enabled access to Special Permissions > Update Multiple Cases to use the bulk edit feature.
It is important to review the selected field content you plan to modify before committing to any permanent changes. Changes made using the Edit feature cannot be reversed, so it is recommended to carefully review anticipated modifications prior to making a bulk change. For any questions, contact Support to guide you in this process.
To modify Counsel items in bulk from the list view:
Select the checkbox for the item(s) you wish to modify.
Click the Bulk Actions menu and select the Edit option.
On the Update Counsel(s) window, select the Fields dropdown to choose the field you wish to update. The Fields dropdown includes Counsel Name and Notes by default and will include any user defined fields that exist on the Counsel Tab for this Case Type.
Enter the new data into the selected field(s).
Click the Save button to assign the change to the selected Counsel items.
To modify a single Counsel item from the detail view:
From the Counsel tab list view, open the item you wish to modify.
Changes can be made to the Counsel field, Cert/Notice Filing Order, Representing, Comments, and user defined fields.
Click the Save button to save changes to the Counsel item.