If there is a business need in your organization share to information about E-Billing matters with Collaborati vendors, you can map a custom field to the Client Notes field in Collaborati. Matter notes can be any type of information, such as matter-specific billing instructions or a billing address that you want to share with a vendor.
During matter synchronization, the mapped client note information is synchronized to Collaborati and is visible to Vendors in the Client Notes field for a matter. If notes are updated, the updated information is sent to Collaborati during the next synchronization.
To share notes with vendors
- From CSM Settings, click the Information Sharing link from the left pane.
- Select the Share matter notes field with vendors check box.
Matter Notes Settings Block
- Specify the data you want to share by selecting the corresponding Share check box.
- From the Custom Field Name drop-down list, select the name of the field used to store this information in your system. This drop-down list displays only custom fields of type Text or Memo that are under the selected E-billing matter.
Currently, only ClientNotes is supported.
- Click a save option.