Wednesday, May 21, 2014

Recurring Debtor / Contact Info Auto-Populate



One of the biggest consumers of time is manually entering contact information into fields provided by any software.  There are times when it is necessary to enter the same contact information regarding a debtor; everything except the amount.  This is virtually wasted time.
CasetrackerLaw has added a new feature that takes care of this time consuming task.  When entering a claim manually, there is generally 3 drop-down menus consisting of a list of the names of Forwarders, Creditors and Debtors in your database.  If you are entering contact information on a claim for a recurring debtor, select the debtor from the Select Debtor list.  All the debtor's information will populate the correct fields, except for the amount.  The amount will, more than likely, be different each time.
If you are interested in adding this feature, please contact our office for details.
FYI:
I would like to invite you to schedule a demo of the new upgraded version of CasetrackerLaw.  If your system is more than 4 years old, you should book a demo.  You will be amazed at some of the new features we have included.

Casetrackerlaw.com
800-270-1197 / 954-755-1763