First Party in List CLIENT or APPLICANT

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LMSSC
Posts: 408
Joined: Sun Jun 04, 2006 5:46 pm

First Party in List CLIENT or APPLICANT

#1

Post by LMSSC » Wed Sep 07, 2011 2:48 pm

Dear Michael,

Thanks again for the updates and your support!

We have an issue that needs your help.

Since our office uses A1 for Workers' Compensation, Social Security, and Personal Injury (PI) -

In the Rolodex all new clients have the Party type as "client."

Specifically for PI Cases: After we attach the client to a Rolodex card we change the Type (that case card only) to "plaintiff"

(Most of our A1 PI letters were created to pull the first "plaintiff" from the Parties list)

However, recently when we try to change Type "client" to "plaintiff" we get the following error message:

"Error
First party in the list must be of type CLIENT or APPLICANT"

Is there a way for us to add "plaintiff" as a valid choice for the first party in the list?

Thank you very much.
Sincerely,
Michael Lerner
Network Administrator
Lerner, Moore, Silva, Cunningham & Rubel
www.injuryatwork.com
(909) 889-1131

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Admin1
Site Admin
Posts: 222
Joined: Tue Jun 06, 2017 12:03 pm

Re: First Party in List CLIENT or APPLICANT

#2

Post by Admin1 » Wed Sep 07, 2011 2:53 pm

Click Tools, System, Configure System Defaults, Rolodex Security and UNCHECK the Primary Party Security checkbox.

Mike

LMSSC
Posts: 408
Joined: Sun Jun 04, 2006 5:46 pm

Re: First Party in List CLIENT or APPLICANT

#3

Post by LMSSC » Wed Sep 07, 2011 4:47 pm

Thanks Mike!

Sincerely, Michael Lerner - Lerner, Moore, Silva, Cunningham & Rubel
Sincerely,
Michael Lerner
Network Administrator
Lerner, Moore, Silva, Cunningham & Rubel
www.injuryatwork.com
(909) 889-1131

LMSSC
Posts: 408
Joined: Sun Jun 04, 2006 5:46 pm

Re: First Party in List CLIENT or APPLICANT

#4

Post by LMSSC » Wed Sep 07, 2011 4:57 pm

Dear Mike,

When I went into the Rolodex Security - The Primary Party Security Checkbox was Unchecked (Guessing by Default). A1 still Did Not allow me to change the 1st Listed Party Type.

I Checked the Box - Saved

Then Unchecked the Box - Saved

Closed out of & Then Re-Opened A1-Law

In a Case Card - Parties List - Tried to change the Type from Client --> Plaintiff

-Same Error Message

"Error
First party in the list must be of type CLIENT or APPLICANT"

-What's the next step I should take?

Thanks again!

Sincerely, Michael Lerner - Lerner, Moore, Silva, Cunningham & Rubel
Sincerely,
Michael Lerner
Network Administrator
Lerner, Moore, Silva, Cunningham & Rubel
www.injuryatwork.com
(909) 889-1131

User avatar
Admin1
Site Admin
Posts: 222
Joined: Tue Jun 06, 2017 12:03 pm

Re: First Party in List CLIENT or APPLICANT

#5

Post by Admin1 » Wed Sep 07, 2011 6:57 pm

Click Tools, System, Configure System Defaults, Rolodex Security and check the box "Allow any party's category to be type Client"

That should resolve the problem.

Mike

LMSSC
Posts: 408
Joined: Sun Jun 04, 2006 5:46 pm

Re: First Party in List CLIENT or APPLICANT

#6

Post by LMSSC » Thu Sep 08, 2011 5:56 pm

That did the trick. Thanks again Mike!
Sincerely,
Michael Lerner
Network Administrator
Lerner, Moore, Silva, Cunningham & Rubel
www.injuryatwork.com
(909) 889-1131

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