Nancy McKay (Customer) asked a question.
How can we merge to matters together in leap?
How can we merge to matters together in leap?
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Nancy McKay (Customer) asked a question.
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Hi Nancy, thank you for your question on LEAP Community. Unfortunately LEAP only allows for the merging of cards and not matters. It will have to be a manual process whereby you'll create journal entry's to move General & Trust balances to the correct matter and move any correspondence items/document over as well.
See this article on moving Correspondence Items and creating Journals.
If you require any further assistance, please do not hesitate to contact us or log a Support Case with our HelpDesk team at https://help.leaplegalsoftware.ca/s/contact-support.
Kind regards.
how do we merge cards?
Hi Rhonda, please have a look at our Community article "Creating a Card" that details the steps on merging two cards. If you require any further information please feel free to contact support here: https://help.leaplegalsoftware.ca/s/contact-support
Kind regards.