Party Groups

Party Groups allow users to classify individuals and companies into custom categories within the Parties tab.

Creating a Party Group

To add a new Party Group:

1. Click on New Party Group.

2. Enter a name, order, and color as prompted.

The Name determines the group’s title which is displayed in the Parties Tab in a case (once a party on that case is assigned to a group). The Order field determines the order this Party Group is displayed both in Party Edit and in this Party Groups Table. The Color Value chosen is the color the Party Group will be displayed as in the Parties Tab. Pick a color value by typing in a hex value or by using the Color Picker.

Editing a Party Group

1. Click on the line item you want to edit.

2. Edit the fields as necessary and click Save.

Deleting a Party Group

For many tables in MerusCase, there will be what’s called a control column. The color of the control column will change based on the theme being used, but it will consistently display three dots in the form of an ellipsis.

This control column is where additional options for each line item will be.

To delete, click on the Control Column (displayed as three little dots) next to the desired line item and select Delete.

Generally, anytime a user deletes an item, a popup message will appear asking for confirmation from the user.

Filtering Party Groups

Any table in MerusCase allows for filtering across any of the columns on your screen to provide the user a tailored list within the system. In other words, use the filter to quickly find a specific line item within the table.

Additionally, MerusCase supports the use of multiple filters at once. For instance, a user can search for all open (by the Case Status column) cases within Browse Cases and then apply a second filter to then search for Assigned to Me (by the Staff column) within those open cases.

To apply multiple filters, enter the first filter then click on the magnifying glass. On click, a drop-down window will appear. Click Add Filter and toggle what to filter by.

Select Always use this column if you wish to always use the same filter type. Many firms find it particularly useful to select this option when filtering for cases, forms, or templates.

To remove a filter, click on the added filter button (each applied filter appears as a button underneath the Search/Filter bar). For example, to remove the filter for open cases, click on the button Status: Open underneath the Search/Filter bar.