How do I change the Matter Summary view in LawMaster and iBench so I can see certain information, for example, the matter trust balance?
Step-by-step guide
This is done using Matter Templates View.
From LawMaster Help: The Matter Details button displays a summary of the selected Matter as defined by the Matter Template Views parameter.
Refer to this attached Matter Summary pdf for step by step instructions on how to change the matter view:
https://support.lawmaster.com.au/helpdesk/attachments/150030324265
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