When Smokeball did their latest update, they took away the Matter Infor: Internal Reference. This future used to be available when setting up a “Lead.” Now, it is only an option when converting the Lead to a Matter. I need to be able to add the Internal Reference number prior to opening a case matter. Part of my role in the Law Firm I work for, I am the one builds the file and hands it off to the paralegal. Would it be possible to add this feature back for as a LEAD?
Best answer by Jeff Bensch
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