Konekta Support

Client Details - Fields available in the Actionstep CLC Template

The following fields are located on each Contact that you define within Actionstep. 

These fields are carried through to every CASE/Matter with which this contact is linked with. 

In addition to the above, the following fields are captured at the Matter/Case level and reported to CLASS via the CLASS Sync at the CLIENT LEVEL. These fields are compliant with requirements from CLASS.

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