Inprotech: The Case Pick List and Other Numbers

I have recently been involved with a client where a new partner has joined and brought along with them a swag of cases. The cases were loaded into Inprotech and what we did was set up a new number type called Previous Case Number and loaded into that the reference number from the previous system.

The advantage of doing this is that in the Timesheet and Billing programs (or any program where the case pick list is used to find and validate case numbers) the old reference number can be typed into the case picklist field and the case will be found, displaying the new IRN once found.

This is a nice way of easing in the change over of numbers as the case can be found with either number. This functionality works with all numbers registered against the case so if you have the application number or the registration number, but not the IRN, you can type this in and the case will be found.

The trick is that you have to type in the entire number though as it has to be an exact match. If it doesn't find an exact match it assumes you are searching by IRN and behaves accordingly.