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Maintain Trustee Information
Use the Trustee tab on the Bankruptcy tab in the Debtor Details dialog box or Legal View dialog box to maintain trustee information. Some information on the Trustee tab is available for use in merge letters.
Note: If the account has bankruptcy information, the red Restriction flag appears on the Work Form.
To maintain trustee information
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With an account displayed in the Work Form, do one of the following:
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In the Debtor section, click More Info. In the Debtor Details dialog box, click the Bankruptcy tab and then click the Trustee tab.
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From the Info menu, click Legal Case Info. In the Legal View dialog box, click the Bankruptcy tab and then click the Trustee tab.
Name/Address: Trustee's name and address
Phone: Trustee's phone number.
Scheduled: If selected, the court scheduled a meeting of creditors.
Date: Date of the creditor meeting. When populated, this information appears in the Creditor Meeting box on the General tab.
Time: Time of the creditor meeting.
Location: Location of the creditor meeting.
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Complete the information and then click OK.