Contacts who are labeled “Attorney” will show up in the Attorneys drop-down menu in a client’s Case Manager/Contacts, so you can assign them to that client. Use the Contact Manager to manage Attorneys in YouthCenter. Find the Contact Manager using the main navigation menu on the left as shown:
Creating a New Attorney #
To create a new Contact that is categorized as an Attorney, select the green + Add a New Person button in the top right corner:
You’ll see the New Person screen that allows you to add information. The First and Last Name are the only required fields, and you can add as much detail as you want to reference later in YouthCenter. Use the Person Type dropdown to mark this person as an Attorney. You can type or select Attorney from the list of choices.
If a Judge or Referee is selected, you can also enter the person’s Bar Number if desired:
The areas listed below appear under all Person forms (only First Name and Last Name are required). Remember to click Save when you are done to save the new Attorney.
- Company will associate the person with any existing Company (in this case, likely a law firm)
- Send Notifications will allow the person to get calendar event reminders
- Photo is often used to hold an ID or business card
The new attorney will now be available to assign to any clients. See Adding an Attorney Appointment for more details.
Marking an Existing Contact as an Attorney #
Existing contacts and users can also be labeled as an Attorney. Select the Contact Manager to begin:
Click into the search bar to find the person you need to designate as an Attorney. Type in a name and hit Enter or use the magnifying glass to search. Once you find the person, click directly onto their name to see their details. From here, click the notepad and pen on the top right to edit the Person:
Using the Person Type dropdown, either type or select Attorney from the list:
Once Attorney is selected, you can also enter the attorney’s Bar Number if desired:
The contact will now be a choice in the drop-down menu for Attorneys to be assigned to clients. See See Adding an Attorney Appointment for more details.
