Code Options Tab

Remember to click the Save icon to commit the changes.

Code Option let you setup Juris® to automatically assign Matter and Vendor codes.

This function is only available in databases where the codes are numeric. If the code are alphanumeric it cannot be used. See Defining Fields to establish codes protocol.

To use the Code Options function:

1. While in Maintenance Mode, select Setup and Manage > Firm Options.
2. Click the Code Options tab.

3. Select the numbering preference:

   • Automatically Assign Client Codes:
     • First Available: The system assigns the first available Client Code. For instance, if existing Client Codes are 0, 1, 2, 3, 5, 6, 7, and 9, the next new Client will receive Code 4, followed by Code 8, then Code 10, 11, and so on.
     • Next Highest: The system assigns the next highest Client Code. For example, if existing Client Codes are 0, 1, 2, 3, 5, 6, 7, and 9, the next new Client will receive Code 10, followed by Code 11, and so on.
       • If the firm switches from using the Next Highest to the First Available method, Juris will continue from the last "Highest" Client Code used. For example, if existing Client Codes are 0, 1, 2, 3, 5, 6, 7, 9, 10, and 11, the next new Client will receive Code 12, followed by Code 13, 14, and so on.
4. Repeat with each available code category.

5. Click the Save button or press Ctrl + S on your keyboard.

   

   Code Options automatically assign codes based on the preferences.