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Matters

At menu Matters is where most aspects of matters can be managed.

MenuMatters

At order, orderup, or orderequal signs in a column heading, you may reorder the items in the grid by clicking on that column heading.

In This Chapter

Make a new matter

Open a matter

Manage: Delete or change status of a matter

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Make a new matter

An application is a recipe for doing a job for a client. A matter of an application is the recipe for a client. A matter takes the form of the application and holds details specific to the client and staff dealing with the matter. Matters - New takes you through the steps required to create a new matter. There are four steps.

In This Section

New matter Step 1

New matter Step 2

New matter Step 3

New matter Step 4

See Also

Matters

Open a matter

Manage: Delete or change status of a matter

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New matter Step 1

Step 1 selects a client for the matter.

Matters_new01

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Make a new matter

New matter Step 2

New matter Step 3

New matter Step 4

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New matter Step 2

Step 2 selects the application to base this matter on.

Matters_New02

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Make a new matter

New matter Step 1

New matter Step 3

New matter Step 4

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New matter Step 3

Step 3 involves selecting the default sets for Data and Performers, the Site and the Non-Working Day Set that will apply to the matter. These should be set up (registered in the program) before you create new matters.

Matters_New03

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Make a new matter

New matter Step 1

New matter Step 2

New matter Step 4

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New matter Step 4

This step gives the mater its identifying properties such as name and description. When you have entered this information click button Matters_MakeMatterBtn, after which the matter will exist in the database.

Matters_New04

See Also

Make a new matter

New matter Step 1

New matter Step 2

New matter Step 3

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Open a matter

Menu Matter - Open allows you to open an existing matter in several ways.

Matters_OpenMatter

MatterOpen

See Also

Matters

Make a new matter

Manage: Delete or change status of a matter

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Manage: Delete or change status of a matter

This function allows you to delete or change the status of matters. Choose the desired matter by selecting the client it belongs to. Select the matter from the available list.

Change the status of the selected matter by clicking the drop-own box in the Status field.

Delete the selected matter by clicking Matters_DeleteMatterBtn.

Matter_Del_Status

See Also

Matters

Make a new matter

Open a matter