Moving A1 Case Card File between Two Different Firms

[LMSSC]

Dear Michael,

If two different firms are using A1, and a Case goes from Firm A --> Firm B ~

Is there a way to copy and transfer the entire/most of the Case Card information?

Thanks!

[Admin1]

YES - you can transfer one or several cases. How many do you want to transfer?

Mike

[LMSSC]

Thanks Mike.

Possibly just one at this time. Is this something that we can perform with directions or?

Sincerely, Michael Lerner

[Admin1]

I'll Email you the details since I might need to show you remotely.

Mike