DESCRIPTION

This article is written with step-by-step Instructions to add or select a Client Referrer for a specific Client or a Matter.

NOTE: Please ask an Open Practice Admin user or check if you have access to the instructed programs.

STEPS TO FOLLOW

PART A | Select Client Referrer for a Client

1. Go to Open Practice search bar (top find 🔍 icon)

2. Find Record Maintenance (ARCLIENT) program 

3. Choose required Client/Record Key

4. Click on Other Details option (left pane)

5. Search the required Referrer name in Client Referrer field

6. Click Green Tick ✅️ icon to Save and Clear

NOTE: If assigned a Client Referrer for an existing Client, then that Referrer Name will automatically flow through to all relevant Matters, Referred by field (Matter Maintenance > Main Details page) for that Client.

PART B | Select Client Referrer for a New Matter

1. Go to Open Practice search bar (top find 🔍 icon)

2. Find Matter Maintenance (MAMTENT) program

3. Type in New Matter Number

4. Search required Client name in Client Key field

5. Referrer will automatically populate in Referred by field

6. Click Green Tick ✅️ icon to Save and Clear

NOTE: Referred by field of the New Matter will pull through the Client Referrer, only if the Referrer is already assigned for that Client, Client Referrer field (Record Maintenance > Other Details page).

PART C | Select Client Referrer for an Existing Matter

1. Open Matter Maintenance (MAMTENT) program 

2. Choose required Matter Number

3. Click on Additional Details option (left pane)

4. Search the required Referrer name in Referrer field

5. Click Green Tick ✅️ icon to Save and Clear

NOTE: In an existing Matter, Referred by field (Matter Maintenance > Main Details page) is not accessible! 

This field is connected with relevant Client, Client Referrer field (Record Maintenance > Other Details page).

*** Above instruction applied in Open Practice (OP) Version 8.6.0 ***

Please contact Open Practice Support Team, if above instruction does not resolve the issue:
Phone: 1300 366 002
Email:  opsupport@dyedurham.com