Lead/Member Cases (Compact) Block

Displays the Lead/Member status of a case on the main profile page, and an "Expand" button that offers different options depending on the case's Lead status.

If the case is not a Lead case, the Expand button displays an "Edit Lead Status" button and an "Associate with Lead Case" link.

If the case is a Lead case, the Expand button displays an "Edit Lead Status" button, a "View a summary of Member cases" link, and a list of Member cases. The columns in the list are selected in the configuration options.

Configuration Options:

Show Client
Show Date Opened
Show Legal Problem Code
Show Special Legal Problem Code
Show Primary Assignment
Show Case Status
Show Case Status Note
Show Conflict Status
Show Case Disposition

Note re Labels:

If you prefer other terminology other than Lead/Member, you can change it on the Admin -> Site Settings page:

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