Setting Client Relations
This feature is used for setting relations between matters and contacts. Setting relations is what supports our conflict check feature.
This feature is used for setting relations between matters and contacts. Setting relations is what supports our conflict check feature.
Note: You must first be sure to add all non-client contacts into your address book under the Contact tab (clients are added automatically when entered in the matter setup window)
To Set Relations:
- Go to the Matters page
- Select the requested matter
- Click "Details", or double-click the requested matter
- In Matter Details, click on the Relations tab > Click Add
- Enter the contact name and relation to matter
- You can also add a new contact from the set conflict check relations window, by clicking on the
icon. - When ready, Click Save.
Your relation has now been set. For help on running a conflict check, read HERE