To search your database for conflicts of interest, follow the steps below.
Step 1: Click on the Persons tab in the main menu.
Please note! The search for conflict of interest is not done through the Admin tab.
Step 2: Click on the "Conflict of Interest" icon..
Step 3: Type the person's name in the search field and click "Search".
Results:
The software shows you all the uses of the person in the software so that you can determine if there is a conflict of interest or not.
A person who is not and has never been used in a matter and who has never had a client, supplier or employee record will not appear in the results.
The search results are printable.