How to configure key fields for call record updates

Fundamentally, what Montel does is to take a call record and ask the user to associate some data with it so it can ultimately be exported and charged to a client.

This data, we will call the key field, and it can be either a matter (or job) code or a client code. However, these fields are required in different combinations by different accounting systems to further define where the charge should occur:

So the scenarios are:

	Link charges to clients only	MatterClientRelationship = 2
	Link charges to matters (or job codes) only	MatterClientRelationship = 1
	Link charges to clients further associated with matters (or job codes)	MatterClientRelationship = 7 AllowOnlyRelatedSecondary = 1
	Link charges to matters further associated with clients	MatterClientRelationship = 11 AllowOnlyRelatedSecondary = 1
	Link charges to clients and suggest only associated matters	MatterClientRelationship = 7 AllowOnlyRelatedSecondary = 0
	Link charges to matters and suggest only associated clients	MatterClientRelationship = 11 AllowOnlyRelatedSecondary = 0
	Link to none! (use contacts only?)
	Link to both client and matter code (which have a 'one to one' link?).

These scenarios will affect:

• Importing of data.
• The look of the info box pop-up.
• The export of data.

In addition, it is (remotely possible) that montel is being used as a contact only database in which case neither client or matter information needs to be collected or that both matter and client codes have a one to one link effectively making them part of just one record. These two scenarios are so rare that they are not documented further, and have not been fully tested, though in theory MonTel could handle them.

See also ClientAndMatterMustBeAssociated in the PABX.INI file using EdINi32.

MatterClientRelationship and AllowOnlyRelatedSecondary are set in PMA.INI file using EdPma32

Import and Export filters

Since this information is generally specific to each type of accounting system (or to sub types of the monitor system), this configuration information can be modified in the PMA.INI file which will also specified the import and export parameters with relevant import and export filters.