To answer this question, let's take a look at our sample Landmark Mall Development case. The Landmark Homeowners "party" is comprised of homeowners Alex Hoefer, Robert Mayer, and Joan Mayer (along with their attorney, Catherine Mathews). Alex, Robert, and Joan all are "Primary" party representatives, but there is only space to record one. There are several ways you can handle this depending on your own preference and the dynamics between the participants:
1. Set up a group, e.g. "Landmark Homeowners," as a Primary Party using First Name "Landmark" and Last Name "Homeowners." Then, add Alex Hoefer, Robert Mayer, and Joan Mayer as participants affiliated with this primary party.
2. Ask the Homeowners to select one of their number to serve as spokesperson. That person would be entered as the Primary and the others would be entered as Affiliates.
3. Enter all Participants as "Primary." There is no limit to the number of primary parties you can create in a Case and this may be especially useful if you are unsure whether the Homeowners are completely aligned. You have the ability to assign the same color to more than one primary party, so in this case, if all the Homeowners are entered as separate primary parties, you could give them all the same color which would provide you with a strong visual clue on your Noteboard when you are working with your notes during a session.