This article explains how to add an attribute to the New Client Enquiry Attributes tab:
Step-by-step guide
To add an attribute to a New Client Enquiry:
- Select the Enquiry in question
- Select the Attributes tab
- Right click in the Attributes Grid and select Add
Select the Attribute in question, eg Age
NOTE: the attributes already need to have been added to LawMaster for them to appear here to be selected.
- Click OK
Updated