Can I Merge The Data If I Created Two Records For The Same Client?
In our system, you’re not able to merge data if you created two records for the same client. Unfortunately, you’re going to have to manually input the data for whichever client profile you choose.
Related articles
Page:
Page:
Page:
Page:
Page:
Related Articles
BI-Directional — Form data not saving
Our Bi-Directional feature takes information from the client’s profile and auto-populates the forms without having to refresh them, with Bi-Directional you can also edit/update the existing information in the forms, and it will update your client’s ...
QuickBooks: What Happens to my Existing QB's Data?
When you already have an existing QuickBooks Online account, how does it work? CampLegal NEVER pulls data from QuickBooks Online, it only pushes data from CampLegal to QuickBooks in real time. There’s no way to push existing data from CampLegal to ...
How to Create a Client Questionnaire
CampLegal dynamically creates the client questionnaire when PDF forms are assigned to members of the case. As a user assigns forms to a member of the case, the system automatically adds questions to questionnaire, the user does not have to do ...
How to Give Access to the Client Portal
A staff member can give access and take away access to the Client Portal at any time (when creating the client or later in the process). The key to giving access to the Client Portal is to Enable access within the Client’s Profile. Instructions Go to ...
Client Portal and Questionnaire
Here's a quick recap of this feature: Client's email will be their login, and password can be reset within their Contact Details Page. Instructions Client Portal Submission Status is about the first step to the client portal, where the Client will ...