Cr17 auto arrange names in mss v1.0

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Lgal.One Legal Practice solution for Law Firm Change Request 17 Auto-arrange the order of names on Matter Slip Summary

Transcript of Cr17 auto arrange names in mss v1.0

Page 1: Cr17 auto arrange names in mss v1.0

Lgal.OneLegal Practice solution for Law Firm

Change Request 17

Auto-arrange the order of names on Matter Slip Summary

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Auto-arrange the order of names on Matter Slip Summary

1. Update Team and Budget in the Matter2. Create Professional Fee for Matter Slip Summary 3. Create the Matter Slip Summary4. Print Matter Slip Summary

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1. UPDATE TEAM AND BUDGET IN THE MATTER

To Auto-arrange the order of names on Matter Slip Summary based on the sequence number in Team Member, we must update the sequence of “Team And Budget” tab in the matter. The name of member members will be showed based on the Sequence that we arranged.

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11. UPDATE TEAM AND BUDGET IN THE MATTER

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21. UPDATE TEAM AND BUDGET IN THE MATTER

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31. UPDATE TEAM AND BUDGET IN THE MATTER

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2. CREATE PROFESSIONAL FEE FOR MATTER SLIP SUMMARY 1

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2. CREATE PROFESSIONAL FEE FOR MATTER SLIP SUMMARY 2

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3. CREATE THE MATTER SLIP SUMMARY1

2

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33. CREATE THE MATTER SLIP SUMMARY

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4. PRINT MATTER SLIP SUMMARY1

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4. PRINT MATTER SLIP SUMMARY2

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Lgal.OneLegal Practice solution for Law Firm