Default Trust Account Designation
This new feature is relevant if you are a client that manages multiple General Trust Accounts, and if you need to reference a specific bank account for each Matter.
Matter is now directly linked to the Bank Account designated as its Primary Bank Account for trust and client transactions. Bank Account details are easier to reference when preparing and generating precedent templates.
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For Administrators: Client Administrators can implement this functionality by adding the “Primary Bank Account” field to their Matter page Layout/s. Please refer to the Tango Guide for steps to Implement: Adding Fields to Matter Page Layout |
Updated Field Permissions
| OBJECT | FIELD | MIN ACCESS LEVEL EXPECTED | WHERE IS IT USED? |
| Bank Account | Default Trust Account | Read | For determining which Bank Account record to use as the default trust account |
| Matter | Primary Bank Account | Read | For determining which Bank Account record to use for trust / client transactions for a Matter |