Client Phone Number Transferring from AbacusLaw to Accounting
When entering a new client in AbacusLaw and linking it to AbacusAccounting, the phone number does not automatically transfer over to the Accounting side. The client address and email address does transfer over, but not the telephone number.
Comments: 2
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04 Dec, '18
Vicki BradleyPlease fix this -- you need a client's phone number when you're trying to contact them about their account/money. It would be much easier to have the information in the accounting database where you're working instead of having to open up the Abacus Client Management side just to get a phone number. It just doesn't make sense that their address and email address transfer over automatically but the phone number doesn't.
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05 Feb, '20
Jacob CAgreed with Vicki, if some data is coming over it all should!