Auto-Transffering Info into OCF PI Forms
Posted: Wed Aug 29, 2012 5:57 pm
Dear Michael,
Our PI side are using forms like #10311 - "OCF SR1 DMV CALIFORNIA TRAFFIC ACCIDENT REPORT."
However they are not pulling in information like the plantiff's insurance company, etc.
Where and How would I setup codes so that they can not only pull the information using our specific category names?
(Example: For PI Insurance we use the category piins... further modified under "Type" if it is plantiff or defendant's insurance. Example: Plantiff's insurance would show up in the parties list as "piins" and then modified in Type to select the side: Plantiff's side - so "p>piins" By the way, will the system codes notice the p>, d>, etc?)
Thank you very much!
Our PI side are using forms like #10311 - "OCF SR1 DMV CALIFORNIA TRAFFIC ACCIDENT REPORT."
However they are not pulling in information like the plantiff's insurance company, etc.
Where and How would I setup codes so that they can not only pull the information using our specific category names?
(Example: For PI Insurance we use the category piins... further modified under "Type" if it is plantiff or defendant's insurance. Example: Plantiff's insurance would show up in the parties list as "piins" and then modified in Type to select the side: Plantiff's side - so "p>piins" By the way, will the system codes notice the p>, d>, etc?)
Thank you very much!