How Do I Change a Matter's Status to Closed?
You can change the status of a Matter from within the Matter Details page. When you hover over the status field, click the pencil button that shows. From here you can change the Matter status from Open to Closed, then click the check button to save this change.
What is the difference between a Pending Matter and an Open Matter?
When you create a new matter, you may assign a status to the case. You will find three options here: Open Pending On Hold Closed There is often some confusion regarding the difference between Open and Pending. Generally speaking, Open should be ...
How Do I Change the Primary Client in a Matter?
If the Primary Client for your Matter changes or you accidentally selected the incorrect Contact, you can always change this field. If you would like to change the role of any Contact other than the primary client, this will be done differently. ...
How do I stop users from creating activity for closed periods?
If you would like to set up your books so that new transactions cannot be backdated, or so that new transactions cannot impact closed periods, you can set the specific dates in your Firm Settings in the Billing & Accounting section under Billing ...
Can I Quickly Change From One Matter to Another?
When looking at a Matter details page, you can quickly navigate to another Matter using the "Jump" option. This option is available by: Clicking on the Matter name in the top left-hand side of the screen. By clicking on the Matter name, you will be ...
Can I Edit Matter Names?
You can edit existing Matter names by going to the Matter section, and into the Matter's page. In the Matter detail box (located in a white box at the top of the page), hovering over the Matter No. field will prompt a gray pencil to appear, click ...
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