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Additional client details have been added to a client case but are not pulling through to the matter

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Written by Antoine Larsen
Updated over 3 months ago

If an additional client is added to a client case it will not automatically pull through onto linked matters, this needs to be undertaken manually by following the steps below.

Link the additional client to the matter

  1. Enter the matter that requires the additional client adding.

  2. Select the relevant client screen.

  3. Click UPDATE.

  4. Double click in one of the correspondent field that are not greyed out.

  5. Enter the surname of the client in the Search for field and click SEARCH.

  6. Double click on the required client from the search results.

  7. Click SAVE.

The additional client is now linked to the matter and any future amendments to the correspondent record in the client case will pull through to the matter.

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