Feature Requests

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Client Matter Historical Move Feature

It would be great to allow a client matter historical move of information to a new client matter for recognized issues where a matter was opened under a wrong Client ID where invoicing and payments occurred, but would like to correct the issue with a historical move of all the client matter information and transactions to a new client matter under a new Client ID.

  • Guest
  • Feb 26 2024
How often would you use this request?

Sometimes. Mostly great to use during a system merge cleanup.

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