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Add an existing attribute to a New Client Enquiry

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:

  1. Select the Enquiry in question
  2. Select the Attributes tab
  3. Right click in the Attributes Grid and select Add
  4. 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.

  5. Click OK

Updated