You can add a party in Case IQ by entering and saving data in a New Party form. Access the New Party form in any of the following ways: (1) the Add Party button on the Parties Grid page, (2) the “+” button on a case’s page, or (3) the Add Party button on a case’s page, under the Parties tab.

The New Party form contains fields to collect information on the party and the following fields to connect the party to a case:

• Case #: If you click the Add Party button on a case page, the “case number” field will be automatically populated when the New Party page is loaded. However, if you access the New Party page from the Parties Grid page, the “case number” field will need to be manually filled in.
• Primary: select one party as the primary party of the case by selecting the “yes” radio button. If a primary party has already been selected for the case, you will be asked to confirm if the primary party should be updated to the current party via a pop-up. The primary party name will be displayed on the Cases grid. 
• Party Type: define the category or type of party on the case. 

You have multiple options by which you can fill in the remaining New Party form details:

1. Manually enter data into the New Party details.
2. Populate the form with information from a similar party. 
3. Populate it with information from a Profile record.

The remaining sections of this article cover how to populate the New Party form with the information in a similar party and a profile record.

Populate the New Party Form

As you fill in the new party’s details, Case IQ will search for any existing party records with the same details in the background, which you can use to automatically fill in the New Party form. The system searches for other parties with the same information in the following fields: 

• First name and last name.
• Address.
• Email.
• Home phone number.
• Work phone number.

If the system identifies existing similar records, you can autofill the New Party form using the following steps:

1. The sidebar on the righthand side of the browser will display a number icon to show you how many matching party records the system has found. 
2. Click the sidebar to review the matching party records. The matching party details in the existing record will be highlighted on the sidebar.
3. If you click the similar party name in the sidebar, you can review the full party details in a pop-up window or click the Open in new tab button to see the similar party record in a new browser tab.
4. To populate the New Party form with the party details of the existing record, click Autofill fields. When you click Autofill fields, all current information in the New Party form will be overwritten. However, you can make updates after automatically filling in the fields as needed.

When you have finished filling in the form, you can click the Save button to submit your party or the Cancel button to cancel creating the party. You can also use the “Save and Copy” option in the page menu to quickly add another party for the same case. The original party record will be saved and another New Party form will be loaded. All values that you entered in the previous form will be copied over to the current New Party form. 

Depending on the configuration of your application, a pop-up may be displayed after saving the party reading: “A new party will be created. Would you like to create a new profile?”. See Create a New Profile when Adding a Party for details on creating and linking profiles with parties.

Fill in the New Party Form with a Profile

When common fields exist on both the Profile and Party forms, Case IQ can populate a New Party form with the information saved in a profile record. To fill in the New Party form with profile information:

1. On the New Party form, click the page menu and select Profiles Search.
2. The Profile Search pop-up will be displayed, where you can enter search criteria to find an existing profile record to populate the New Party form. Use the “Search content…” search box to find specific text in any profile field or set up criteria statements for certain profile fields (see Searching in Case IQ: Create Search Criteria Statements for details).  
3. Click a profile record in the search results and the profile details will be loaded into the New Party form. 

After saving the form, the profile that you used to fill in the form will be linked to the new party. The connection will be recorded in 3 locations in the application: 

1. The party's page: click the link icon beside the party name to see the linked profile.

2. The profile's page: the connection will be displayed under the Related Cases tab. The “reason” field will be automatically populated as “Link through Party Creation”. 

3. The case's page associated with the party: the link will be displayed on both the Related Profiles sub-tab and the Parties tab.