Link charges to clients further associated with matters

In this scenario the practise has charges that it wants to charge by client and each client has at least one matter that is also required to be nominated.

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 client centric. That is most work is referred to by a client code, which is then associated with a limited number of matter codes. Each matter code may have hundreds of client codes that refer to it. This is a typical scenario for accounting practises.

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 client code is the key, and a matter code is associated with each client code. Since MonTel remembers these associations, the next time the client is selected the last associated matter code with be prompted.

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

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

MatterClientRelationship = 7 ; MUST_HAVE_MATTER = 1 +

; MUST_HAVE_CLIENT = 2 +

; CLIENT_FIND_MATTER = 4

ShowOnlySecondaryLinkedButton = 0