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I can't enter my law firm information in the client database assistant – edit firm data window – it's greyed out.
I can't enter my law firm information in the client database assistant – edit firm data window – it's greyed out.
Geoff Moore avatar
Written by Geoff Moore
Updated over a week ago

Near the bottom of this Client Database Assistant – Edit Firm Data window, check the box, Use firm data when adding new clients/matters to the database. That will enable data entry in the fields.

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