Changing attorneys on a new client

Question

I accidentally added a client with the wrong attorney. so the fees were different. I need to change the attorney and I am wondering how I can do this. 
 I did delete the client and start all over with a new client and the correct attorney. Just wondering if there is another easier way. Thanks in advance.

Nancy Duhon · Accepted Answer

Okay, thanks. That was helpful. 
 What you are showing on the screen is the possible new client templates that are available to you when you create a new client. They just so happen to be named by your attorneys at your firm. 
 New client templates are a great way to store a specific set of values for all the client fields that can then be applied/inherited by a new client record. I think of them as "cookie cutters" for new clients.Things like rates, custom fields, layouts, etc. Then, when you want to have a new client get that set of values, you can use that template/cookie cutter on the new client to have them get those values as a start off. 
 However, once they are applied during new client setup, they are not permanent and can all be changed/adjusted afterwards if necessary. But sometimes it is hard to remember all the differences. So it is easier to just store them in a template! 
 What you did worked, but you could also have imported the settings from the template into the new record if you chose the wrong one on the creation screen. 
 Hope this helps. 
 Nancy Duhon, Esq. Duhon Technology Solutions, LLC Master Certified Consultant for Sage Timeslips Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions. 404-325-9779

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Changing attorneys on a new client

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