ALTERNATE VIEW
Alternate View is another view of the client profile, and there is no difference in the data that can be entered in either view. It is used by some Attorneys/Paralegals who would like to see the client profile in a view that is similar to the questionnaire.
- From a client profile, click Alternate View.
- Choose your Template (which is the profile page you wish to view).
- Once you select the page you wish to view, your toolbar will appear. Make sure to click the Save button once you're done with any edits.
