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Party View

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The Parties page under Teams, Firms, Parties in the Matter Navigation Bar displays parties by name, classification, active date, and any information added in other categories. If a party has a loan, the dollar icon icon appears to the right of the party's details.

Party List

Sidebar Options:

Link	Function
Active List	View all parties that are currently active.
Inactive List	View all parties that are currently inactive.
Assign New Party	Add a new party.
Supervisor View	View the list as a supervisor.
Loans	View a party's loan information: Start date, principal amount, and payment amount.
Transactions	View the actions taken by or to parties.