Employee info in COI

jamesmckayMember

When I create a COI in CW I enter employee info. When I want to subpoena that employee in a case how do I find the info? When I click on a COI associated with that case I cannot find the employee info that I took the time to enter.

For example I subpoena a lot of Child protective investigators in my line of work. I have entered at least twenty CPS investigators as an employee. How do I get a report on those? I would like to at least see the names associated on the case when I open a COI. Can anyone help figure this out?

3/29/189:38 AM

❤️ 0

Original Post

Replies sorted oldest to newest

jamesmckayMember

Big discussion with The CW creator. It appears there is no way to see the names of people associated with a COI within the case. You must exit the case and go to the Business Rolodex, search for the company, do a report and then finally you can access the info of employees associated with the case. But if you want to see that employee's cell number or any notes you now have to go to the People Rolodex and search for that person. If you want to add this employee to a case you have to now go to the case, add a person, search the Rolodex and then add them.

The CW creator may not agree with my position that this process is cumbersome and time consuming. If there is a shortcut to add an employee to a company why not have the option to also add this person to the POI at the same time?

3/29/187:38 PM

❤️ 0