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Ticket:  469  Created: 6/10/2018 9:44 PM
 
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Name:   Louise Daniels, EHL Group    
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Visible to Requestor Comment User Time
Select Hi, OK process draft contract presents Conveyance view, in next release. Lean Software 6/12/2018 8:45:47 PM
Select hi yes, the conveyance tab for process draft contract task Louise Daniels, EHL Group 6/12/2018 4:06:44 PM
Select We can load the View with a particular tab loaded by default, so for Process Mortgage offer I can load the data screens with New Mortgage selected. Can you tell me which tab you would like selected for Process Draft Contract please?, thanks. Lean Software 6/12/2018 10:35:27 AM
Select OK, this will be included in next release 1.3, Monday 18th June Lean Software 6/12/2018 9:41:19 AM
Select and similarly for the Processed Mortgage Offer Louise Daniels, EHL Group 6/10/2018 9:48:44 PM
Select hi Richard this task - could the task take the conveyancer to the Matter Based Managing Partner data screens to update certain data to enable the next tasks to be processed correctly (to ensure the correct information is input in documents such as the TR1. ) and maybe highlight the fields that require data ? Louise Louise Daniels, EHL Group 6/10/2018 9:44:32 PM

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