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Ticket:  467  Created: 6/10/2018 7:43 PM
Status:    Assigned:      
Lean Application / Version:
Priority:       Due Date:  
Name:   Louise Daniels, EHL Group    
Email:   -
Phone:    Estimate Hours:  
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Visible to Requestor Comment User Time
Select A server job has now also been created to update the tool tips on a daily basis - in case any new fields are added without tool tips being set. This will provide tool tips across all managing partner data views. Lean Software 6/12/2018 1:20:19 PM
Select Hi the grayed out fields are display only without tooltips. However, here are the codes : [] [client.salutation] [client.envelopename] [client.forename] [client.surname] [client.tel_day] [client.tel_eve] [client.tel_mob] [client.address1] [client.address2] [client.address3] [client.address4] [client.postcode] [client.dx] For other key contacts substitute 'client' in the above codes with either: AI-EstateAgent, AI-OtherSide,AI-Lender,AI-LendersSolicitor, AI-Landlord, AI-ManagingAgent,AI-ManagementCompany,AI-H2BAuthority,AI-LocalAuthority,AI-SearchProvider For example : [AI-EstateAgent.Name] The reason that sometimes the tooltip does not appear for other fields is that Partner has a bug in that once a field has been clicked the tooltip no longer appears, until the form is closed and reopened. Lean Software 6/11/2018 9:29:01 PM
Select hi - thank you for resolving the query with the fields under the Conveyance tab, however I still cannot see the codes for the Key Contacts fields:- 1. Client, 2. Matter Contact: 2.1 tel, 2.2 email and 2.3 address. 3. Quick Contact; 3.1 full name, 3.2 tel day, 3.3 tel eve, 3.4 tel mobile, 3.5 email and 3.6 address. Louise Daniels, EHL Group 6/11/2018 7:04:13 PM
Select hi - I was just looking for some codes - when I hover over some of the fields I cannot see the code - the fields I have identified are:- New Mortgage - net advance. Conveyance - Building name, House number, Title number and Sellers solicitors. Key contacts - Client, Matter Contact: tel, email and address. Quick Contact; full name, tel day, tel eve, tel mobile, email and address. louise Louise Daniels, EHL Group 6/10/2018 7:43:47 PM


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