Wendy Lyon (Customer) asked a question.
Question about matching up card types and matters
When I look up a card in the Card List, I can see all the Card Types for that card. I can also see all the associated matters for that card by opening the card and going to the Matters tab. However I don't see a way to identify which card type it is in each matter without opening up each matter individually and checking there.
I can see in the Card List that some of our contacts are entered as a particular Card Type which they definitely shouldn't be entered as (e.g., a barrister may be entered as a "government department" in a particular matter) but I don't know how to correct these mistakes without opening up every matter the barrister is linked to, one at a time.
Hi @Wendy Lyon (Customer)
Thank you for posting on LEAP Community Discussions.
At the moment, LEAP does not currently have a feature where you may identify which card types are in each matter from the Card List. The only method to view this information is by opening each matter individually.
We appreciate all feedback and ideas shared from our community, I would suggest posting this and any other feedback to our Ideas Hub under Feedback and Ideas tab for greater discussion and consideration amongst other members of the community as well as our Product team.
Best regards,
Alex