Is there a way to make ‘Child’ always come up in Matter Details (in all Estate Planning matters) without having to add it to each matter in Matter Settings?
- Smokeball Team
Hi Jackie!
For this, you can use Matter Templates. Please see this article: Set up matter templates – Smokeball Support Hub
Sign up for best practice advice, tips and to connect with your peers.
Already have an account? Login
Login or create an account
No account yet? Register
Login with your Smokeball account
Login with Smokeballor
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.