Use the Contact Involvement page to view information about people or companies who are involved in a project. These non-TeamConnect users are referred to as Involved Parties and their roles may vary, such as opposing party, outside counsel, claimant, witness, law firm, or attorney.

For example, Beth files a lawsuit against Jerry. An internal lawyer in your organization is assigned to the lawsuit and is responsible for it. Both Beth and Jerry are involved parties with roles - Beth's role is plaintiff and Jerry's role is defendant. Neither Beth nor Jerry is assigned to the project, but it is important that the details of their involvement is available to those assigned to the project.

If a contact is involved in several roles in a project, only one project entry displays on the Involvement page with the default role for the contact.

Note: You cannot modify involved parties on this page; you must open the related project to make any changes. See Managing Involved Parties for Projects for more information.

To view contact involvement

1.Search for a contact record and open it. 2.In the left pane, click the Involvement link. The Involvement page opens. Contacts Involvement Page 3.If necessary, use the Display drop-down list to view a list of specific contact records. You can view the project type, project name, and the role that a contact has in a project. Contacts may have more than one role in the same project, or may be involved in many different projects, so you may see more than one listing on this page.

Involvement Page Field Descriptions

The tables below contain the default fields. The fields that you see may vary based on your system settings and assigned rights. Field descriptions are listed in alphabetical order and may display in a different order in the application.

Involvement Page Field Descriptions