Use Case Lawfirm & Company Ref For Jobs

When you need to apply the same information from Company Ref and Lawfirm Ref on the case screen to the jobscreen. This feature will eliminate the hastle and time consuming encoding.

Steps to Apply:

1.) Enable this feature under Configure->General Setup->Holders and Staff by clicking/checking the "Use Case Lawfirm & Company Ref For Jobs" checkbox and hit Update button.

2.) On the case screen, upon hitting "Save Case" button...information from Company Case Ref and Lawfirm Case Ref will be copied automatically to the jobscreen...please see below image:


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