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Moving A1 Case Card File between Two Different Firms

Posted: Thu Dec 19, 2013 5:35 pm
by 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!

Re: Moving A1 Case Card File between Two Different Firms

Posted: Thu Dec 19, 2013 5:40 pm
by Admin1
YES - you can transfer one or several cases. How many do you want to transfer?

Mike

Re: Moving A1 Case Card File between Two Different Firms

Posted: Thu Dec 19, 2013 7:14 pm
by LMSSC
Thanks Mike.

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

Sincerely, Michael Lerner

Re: Moving A1 Case Card File between Two Different Firms

Posted: Thu Dec 19, 2013 9:03 pm
by Admin1
I'll Email you the details since I might need to show you remotely.

Mike