If there is a business need in your organization share to information about E-Billing matters with Collaborati vendors, you can map a custom field to the Client Notes field in Collaborati. Matter notes can be any type of information, such as matter-specific billing instructions or a billing address that you want to share with a vendor.
During matter synchronization, the mapped client note information is synchronized to Collaborati and is visible to Vendors in the Client Notes field for a matter. If notes are updated, the updated information is sent to Collaborati during the next synchronization.
