For our EvolveGo and FamilyProperty integrated subscribers, the below firm details are held and can only be edited from Firm settings in EvolveGo. When a user changes any of this information in EvolveGo, this will flow through to FamilyProperty.
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- Firm name
- ABN
- Firm phone number
- Firm fax
- Court lawyer code
- Firm logo
- Mailing address fields. For mailing address, although the fields are read only, the type of address drop down can still be selected so that the user can still decide which address they would like to use as the mailing address through FamilyProperty.
To edit these fields in EvolveGo, click on the cog icon in the top right of the main screen or go to File > EvolveGo Settings > Firm Details.