KCS - Issue: Trust accounts are not an option when sharing Trust Request for some accounts

Issue:

  • Trust accounts are not an option when sharing Trust Request for some accounts

Environment:

  • Clio Web App

Additional Information:

A Trust Request was created and Shared, in the Share modal there is a section for "Default Destination Account" that gives the option to choose between either Operating Account. 

Cause:

Not yet diagnosed

Workaround:

Working out of previous Clio, or from the Contact page will avoid this option.

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