Best posts made by AccountingA3700

Hi,
I would like for the QBProductService field to be available from the Columns selection on the BillingItems page. I have no way of checking if I set the QBProductService field for a Billing Item without going to QuickBooks and searching for it.
Thanks,
Leslie

I know I can do this:

{!No Client Ref!Matter.ClientRef} and if {Matter.ClientRef} is empty it will print the text "No Client Ref". However, I would like to do something like:

{!Matter.AttorneyRef!Matter.ClientRef} and print the AttorneyRef if the ClientRef is blank. Is there syntax to support this?

Also, I only learned about the !XXX! option through reading someone's request for a new feature. Is there a document available with all my syntax options? I can only find the list of form letter fields.

Thank you for your help,
Leslie

Hello,

I am looking for the field FirstInventorAsFiled to use in a form as {Matter.FirstInventorAsFiled}. The inventors name has changed and I want to use the feature in the Contacts->Inventors tab that allows me to input a "Name as Filed". However, I can only find {Matter.InventorAsFiled} which outputs all of the inventor names into my form. To work around, I need to create a 2nd inventor with the changed name and link to that from the Matter.

Thank you,
Leslie