Hello!

I have noticed on a particular client's database - when i combine slips from another database and the client does not yet exist in the receiving database and i choose new, and it creates that new client, the source information is different from my new client default template.

I have the default new client template modified as desired but the trust account information does not match when i create a new client through the combine system. I have looked around in general settings to see where else i can match but i do not see anything obvious.

Any guidance would be appreciated.

Thank you!