Case Name too Long? Use the Alias Field.
Sometimes Case Names are excessively long, resulting in cut-off names on Case Reports and Email Subject Lines. For example, the Case Name field populated with “PIP Case – Brown, Melissa, on behalf of Orthopedic Associates v. Insurance Company” appears cut off on the Case Info Tab.
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Here is how it shows on the Dashboard and on the Email
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Instead of cumbersome, lengthy fields, the Firm has an option to use the Alias Field on the Case Info Tab to give the case a shorter, more user-friendly Case Name.
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Using an Alias Case Name will enable users to have the Case Name appear in an email Subject Line or Case Report, without being cut- off.
Follow the 2 steps below to apply this feature:
- Go to Global Settings and select Use Case Name Alias for Outlook Items;
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Email Subject Lines will now populate with the shorter Alias Case Name
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2. Select a Dashboard that includes the Case Name Alias field.
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