Meredith Pierce (Customer) asked a question.
I know that you can enter each matter and customize how you want the client name to show. Is there any way to make it automatically include the middle initial on all matters? Customizing each matter by hand during billing is eating up hours a month.
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Hello Meredith,
Cards do not have an area for middle name/initial. You add a middle name or initial by adding it to the first name line in the card and the appropriate fields will pick it up in forms.
I finally found the answer! Sharing here for everyone. I was entering the middle initial, but LEAP was excluding it on everything.
To fix, I went to the Global Menu, Settings, Firm Details, then clicked on the tab Names Customization, then checked the box for Include Middle Initials.
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