These are the Frequently Asked Questions for RTG Conflicts Online.How do I enter a matter that has several clients?
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Q: How do I enter a matter that has several clients?
A: When you enter a new matter, RTG Conflicts lets you choose a single client to associate with that matter.
Your matters may have multiple clients. To add another client to the same matter, use the ADDLCLT ("additional client") code.
The ADDLCLT code allows you to relate a party (the additional client) to a matter. Edit the matter and enter a new relationship to connect the additional client to the matter.
You need to use the ADDLCLT code because you cannot add a CLIENT code to the list of relationships for a matter. The reason is that the code CLIENT has a Related To value of Neither. That means it describes a party, but it cannot relate a party to a matter.
Q: Can I import new clients from RTG Bills Online?
A: When you start using RTG Conflicts Online, a Supervisor can import all of your clients, matters, and timekeepers from RTG Bills Online:
Supervisor Menu > Actions > Import RTG Bills data
RTG Conflicts is able to detect duplicate entries from RTG Bills, so if you import again immediately, no changes will be made. Over time, as there are new clients, matters, or timekeepers in RTG Bills, they will be added to RTG Conflicts if you do the import again.
Suppose, however, that you enter clients, matters, and timekeepers into RTG Conflicts first. That allows you to do a conflicts search before adding each one to RTG Bills. In that case, you must enter the clients, matters, and timekeepers into RTG Bills separately. If you do another RTG Bills import, you will get duplicate clients, matters, and timekeepers.
The reason for the duplicates is that a client entered into RTG Conflicts and the same client entered into RTG Bills will appear to RTG Conflicts as two different clients. The two entries will have different party codes and different data sources, which tells RTG Conflicts that they are not the same party. The same thing is true for matters and timekeepers.
So you must decide if you will be entering clients, matters, and timekeepers into RTG Bills first or RTG Conflicts first. If you enter them into RTG Bills first, you can import them into RTG Conflicts. If you enter them into RTG Conflicts first, then you must enter them separately into RTG Bills.