Case Activity - Copying Fields & Case Cost Letter Codes

[LMSSC]

Dear Michael,

I please need your help. I have questions regarding the current Case Costs setup we have.

A. Is it possible to Copy a Current Custom Case Activity setup? If so how would we do this?

Our PI department is interested in using the format we use for Case Costs into a new category called "Trust".

B. How to auto-pull information from letters into the new Case Activity - What code setup would we need for the following?

We have Check Request letters where various fields we would like to auto-add into the new generated case activity.

The fields are the following:

1. Under the Fees/Costs (Tab) - The Costs/Check Amount field

Custom Fields: Name of Field - What the field says - What the popup info says

2. Date of Cost - User Defined Field 1 - Editbox/Textbox 1
3. PAYEE - User Defined Field 2 - Editbox/Textbox 2
4. Apportionment - User Defined Field 3 - Editbox/Textbox 3
5. Check Number - User Defined Field 5 - Editbox/Textbox 5

6. Reason - The Event Field

Thank you very much.

[Admin1]

If the PI department wants to use that case activity then you should be able to simply add the type P so that it is included in PI cases.

2. Are you using the memory,postactadvanced command?

Mike

[LMSSC]

1. PI is currently using that Case Activity as "Case Costs". They want me to make a near-duplicate setup of "Case Costs" for a New Case Activity called "Trust". Is it possible to copy the settings for "Trust"?



Not yet. Would you please give examples of how to use it with:

A. User Defined Field 2 - Editbox/Textbox 2 ?
B. Under the Fees/Costs (Tab) - The Costs/Check Amount field ?
C. The Event Field ?

Much appreciated!

Sincerely, Michael Lerner - Lerner, Moore, Silva, Cunningham & Rubel

[Admin1]

1. PI is currently using that Case Activity as "Case Costs". They want me to make a near-duplicate setup of "Case Costs" for a New Case Activity called "Trust". Is it possible to copy the settings for "Trust"?

There is a way to copy the settings but what I'm not sure of is if you want to have two separate categories for PI where the new category will be separate from prior Trust entries.

2. Please see this link: [url=http://www.appellsoftware.com/forum/read.php?1,4306,4342#msg-4342]http://www.appellsoftware.com/forum/read.php?1,4306,4342#msg-4342[/url]
The user defined fields are FLD1, FLD2, FLD3, etc. The Fees/Costs check amount field is COST and the event field is EVENT.

Mike

[LMSSC]

Thanks Michael for the update.

1.

They would like Two Separate Case Activity Categories since "Trust" money is treated differently in our cases. Sometimes the insurance company will provide us a pool of money to put into "Trust" to pay for various issues the client may have.

How would I go about copying the settings?

2. Looking over the provided link...

We currently have this code in one of our letters that we would want info to auto-pull into the created Case-activity:
caption Please fill in all questions
memory 41
noshow
{prompt Enter the Amount (no $)}>>

If I wanted the information from "Enter the Amount" auto-placed in the COST field how exactly would this code be modified using the memory,postactadvanced command?

(Note: The letter style is set to "Prompt" so that the Case Activity associated with the letter pops up)

Thanks again!

Sincerely, Michael Lerner - Lerner, Moore, Silva, Cunningham & Rubel

[LMSSC]

Dear Michael,

As a followup to my last post...

Would the code look like this?

{prompt Enter the Amount (no $)}<>

[Admin1]

Take a look at this code and then when you set the Style dropdown at the edit letters tab when when editing the letter to PROMPT you'll be able to flip to the Fees/Costs tab of the case activity. Here's the sample code:

< memory 41
{prompt Enter the amount}>>

<>
<>