Using the PC Client, navigate to Admin -> Copy Map
The copy map affects the Copy To function in the web version. When users are on a record (Client) and use the Copy To function to copy information onto a new record (matter), Centerbase uses the mapped fields in this function to know what fields to copy and where to copy them to.
Select a Source (Client) and a Target (Matter). The Source column shows every field available on the selected item and the Target column shows the field on the target that they will be copied to.
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In this case, I would copy the Address field from the Client to the address field on the new Matter record. Only fields on the target record that are of an equivalent type will appear in the drop-down menu (can only copy address type fields into address type fields). This function can be very helpful to increase the speed of commonly created records. |
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