Matters Tutorial – How To Add, Edit, Delete And Close A Matter


Click to Play: Matters Tutorial – How to Add, Edit, Delete and Close a Matter

  • How to add a matter

    • Switch to the Matters app using the app switcher button
    • Click the Add button in the Matters toolbar
    • Complete the Add Matter form
    • Click the Submit button to save the record

  • How to edit a matter

    • Switch to the Matters app using the app switcher button
    • Click the Edit button in the Matters toolbar
    • Complete the Edit Matter form
    • Click the Submit button to save the record

  • How to delete a matter

    • Switch to the Matters app using the app switcher button
    • Select at least one Matter record from the record list
    • Click the Delete button in the Matters toolbar to delete the record

  • How to close a matter

    • Switch to the Matters app using the app switcher button
    • Double click a Matter record from the record list
    • Click the Edit button in the Matters toolbar
    • Click the Closed button in the Edit Matter Form and select a date from the date menu
    • Click the Submit button to save the record