Customer Service Center

Search Ask Support View Tutorials View Ch13 Plan Help

Enter keyword:

Question

Posted: Aug 07, 2009

How do I set preferences for case management?

In EZ-Filing > Preferences
In EZ-Filing > Case management > EZ-Manage

Answer

You can specify if you would like to open client cases from EZ-Manage™, a single window that displays summary data for all active clients. And you can specify what summary information is displayed in EZ-Manage.

In the main menu bar, click System>Preferences.
In the Preferences window:

In the Options list, select Case Management.
In the Case Management area, fill in or revise the following:

Field

Action

Use Case Management

To display the EZ-Manage window when you open EZ-Filing, check-mark the box.

The default setting is unchecked.

Track Firm's Client ID number

To assign and display a client ID number for each of your firm’s bankruptcy clients, check-mark the box. The client ID is displayed on the Case Info tab in the Edit Client window.

341 Meeting/Confirmation Hearing

In the Display reminder field, select the number of days in advance you want EZ-Filing to remind you of the Section 341 meeting scheduled for the case.

In the Display location field, check-mark the box to display the location of the hearing.

Client Follow-Up

In the Display reminder field, select the number of days in advance you want EZ-Filing to begin displaying the follow-up date in the Requires Follow-Up area in the EZ-Manage window.

In the Display past-due field, check-mark the box to display reminders when the client is past-due.

Click OK to save your work and close the window.

Good Answer

Needs Work

Make a Suggestion