Link charges to matters further associated with clients

In this scenario the practise has charges that it wants to charge by matter (or job code) and have each of these job codes referenced to client (code).

It is implicit that both matter and client codes are required because the Practice Management System (PMS) or any system that is to received exports from MonTel requires both matter and client codes (and disbursement code and details) to be to able charge a phone call.

Moreover, the firm is Matter (or Job code) centric. That is most work is referred to by a matter code, which is then associated with a client code. Each client may have several matter codes, but a single matter can have (or typical has) only one client. This is a typical scenario for legal firms and advertising agencies.

From the users perspective the info box pop-up will require both a client code and a matter to be entered, and required that those be linked in the relational MonTel Client Database. Note that the matter code is the key, and client codes are associated with each matter code. Since MonTel remembers these associations, the next time the matter is selected the last associated client code with be prompted.

If the matter changes then the first (or most recently linked) client will be shown in the matter field.

In the [system] section of the INF file the following values will need to be set.

MatterClientRelationship = 11 ; MUST_HAVE_MATTER = 1 +

; MUST_HAVE_CLIENT = 2 +

; MATTER_FIND_CLIENT = 8

ShowOnlySecondaryLinkedButton = 0