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Question

Amending/deleting referral details

  • September 17, 2024
  • 1 reply
  • 29 views
W

Is it possible to delete or amend the Referrer details in a Matter?  I would like to change mine after having done a deeper dive into where the referral came from 

    C

    1 reply

    J
    Smokeball Team
    • Jess SantosSmokeball Team
    • Smokeball Team
    • September 17, 2024

    Hi @Wendy N,

    • Yes, you can change the Referrer details in a Matter.
    • Double-click on the Info line to open the Matter Info window.
    • In this window, you can add or change the Person Responsible, Person Assisting, Introducer, and Referrer details.
    • Update the Referrer details as needed.

       

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