DESCRIPTION

This article is written with step-by-step Instructions to Update Accounts Name for a Matter.

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

*** Accounts Name is connected to Client Key (Record Key), therefore this cannot be updated from the Matter Maintenance program. ***

STEPS TO FOLLOW

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

2. Find Record Maintenance (ARCLIENT) program (use search bar)

3. In Record Key field: Select required Client 

4. Update the Accounts Name in Surname or Company Name field (in Main Details page)

5. Click Green Tick ✅️ icon to Save and Clear

NOTE: The updated Accounts Name will automatically flow through to all connected Matters for this Client.

*** 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