Editing and deleting conflict of interest information

 

Simplified menu - Click Daily Activities, Clients and Matters

Standard menu - Click Clients and Contacts, Clients

Classic menu - Click File Maintenance, Clients

  1. Click Search image\search20x20.gif to locate the client/matter the conflict of interest party is associated with.

  2. Click the Conflict of Interest tab at the top of the screen.

  3. Click the conflict of interest record in the grid at the bottom of the screen and click Edit image\edit20x20.gif to modify it or click Delete image\delete20x20.gif to remove it.

 

Entering conflict of interest information

Searching conflict of interest information