First Party in List CLIENT or APPLICANT
Posted: Wed Sep 07, 2011 2:48 pm
Dear Michael,
Thanks again for the updates and your support!
We have an issue that needs your help.
Since our office uses A1 for Workers' Compensation, Social Security, and Personal Injury (PI) -
In the Rolodex all new clients have the Party type as "client."
Specifically for PI Cases: After we attach the client to a Rolodex card we change the Type (that case card only) to "plaintiff"
(Most of our A1 PI letters were created to pull the first "plaintiff" from the Parties list)
However, recently when we try to change Type "client" to "plaintiff" we get the following error message:
"Error
First party in the list must be of type CLIENT or APPLICANT"
Is there a way for us to add "plaintiff" as a valid choice for the first party in the list?
Thank you very much.
Thanks again for the updates and your support!
We have an issue that needs your help.
Since our office uses A1 for Workers' Compensation, Social Security, and Personal Injury (PI) -
In the Rolodex all new clients have the Party type as "client."
Specifically for PI Cases: After we attach the client to a Rolodex card we change the Type (that case card only) to "plaintiff"
(Most of our A1 PI letters were created to pull the first "plaintiff" from the Parties list)
However, recently when we try to change Type "client" to "plaintiff" we get the following error message:
"Error
First party in the list must be of type CLIENT or APPLICANT"
Is there a way for us to add "plaintiff" as a valid choice for the first party in the list?
Thank you very much.