Presentation of "To" content after a trust transfer

QUESTION: One of the Acumin users did a trust transfer last week and for some reason the “To:” section of the description within the Trust Transfer Properties is displaying “C - None” instead of the name of the client.

RESPONSE: The Field Description within a Trust Transfer permits the user to insert the required description. When a user selects "Suggest Description", Acumin automatically inserts the following text "From C[Client #] M[Matter #] To C[Client #] M[Matter #]". It will populate the Client and Matter Code and Matter Code in the appropriate sections.

However, if the user completes the "From" Section and then selects "Suggest Description" before completing the "To" Section, Acumin will insert the text as you indicated. The recipient Client and Matter (“To”) are unknown and Acumin populates “None” as the client.

To post, the "To" Section must be completed but if completed without refreshing the description then that default text will remain. You can edit the description and replace "None" by the real Client Matter.

Best Practice is to fill the Description Field when both "From/To" sections are complete.