Loading
CommunityPrecedents not pulling through client names.
Close
Search for help articles, community posts, ideas ...
End of Search Dialog

Precedents not pulling through client names.

assistant conveyancing (Customer) asked a question.

31 March 2021 at 1:58 PM
Precedents not pulling through client names.

Hi all,

When i am creating an email ltr to solicitor through the new document section in Leap. For some clients the RE line is pulling through our clients name and others it isn't. Does anyone know how to fix this?

To the best of my knowledge I have checked the merge fields in the document and the RE line is in it.

 

Thanks

  • 1 answer
  • 348 views

  • Sebastian Figg (LEAP Dev)

    Hi @assistant conveyancing (Customer)​,

     

    Thank you for posting on LEAP Community Discussions.

     

    Have you confirmed the RE line within the matter details (see image below)?

     

    2021-03-31 15_00_02-Window 

    To view this double click on the matter number at the top of the matter details table within details and correspondence.

     

    Let us know if you require further assistance.

     

    Best regards,

     

    Sebastian.

    Expand Post
    Selected as Best

  • Sebastian Figg (LEAP Dev)

    Hi @assistant conveyancing (Customer)​,

     

    Thank you for posting on LEAP Community Discussions.

     

    Have you confirmed the RE line within the matter details (see image below)?

     

    2021-03-31 15_00_02-Window 

    To view this double click on the matter number at the top of the matter details table within details and correspondence.

     

    Let us know if you require further assistance.

     

    Best regards,

     

    Sebastian.

    Expand Post
    Selected as Best

Loading
Precedents not pulling through client names.