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Modify 'Select a Client and Matter' Screen Empty Modify 'Select a Client and Matter' Screen

Mon 27 Jan 2020 - 11:34
Hi.We have recently been informed that the 'Client' text box on the 'Select a Client and Matter' screen automatically searches for both ClientNo and fileAccCode from the dbFile table.
This is great news for us as users want to enter the matter code in directly rather than using the client no. All we need to do is update fileAccCode to the matters fileNo.
Are we able to modify the 'Select a Client and Matter' Screen to change the label from 'Client' to 'Client or Matter No' without having to create our own version of the screen and overwrite the default screen?Thanks, Romie
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it is likely to be generic code lookup so would effect all basic client labels. I haven't got access to source to confirm maybe someone else could confirm. I think may have to be an overload. can u send a formal request through to
Code:
valenciatap@fwbs.net
to ask on this we may be able to make a change for valencia.
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Hi Romie,
There is a code lookup in the Resource called LBLCLIENT for this. It will affect the Select Client and File form, and the Select Client form. In your email you asked if it would be possible to enter the clients name into this field instead of using the find button. Currently this is not possible however we will be looking at refreshing this screen and making it simpler to customise in future releases.
Currently the value entered is first split on the following default delimiters " ./:" and the first value only (the second value is used for the file number if a valid client number is entered) is checked to see if it is a valid Client Number.
If it is not then 'clAccCode' in dbClient is searched followed by 'fileAccCode' in dbFile. Because of this you could potentially use the clAccCode as the client name but you would have to remove any spaces from the name. There is a system setting 'Search Matter Acc Code First' in the miscellaneous section of the 'System Settings Wizard' which will reverse the search order so that 'fileAccCode' is searched before 'clAccCode'.
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There is also an overide for the delimiters that can be added to the CONFIG XML in the reginfo table if you want to look into this further let us know.
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