You can edit a Matter record to add to or modify existing data. A Matter is a detailed description of a contact's problem, or question and tracks to solve the problem or issue. You can also create and submit new Matters. In addition, you can see cases assigned to court and which type of Matter is, with dates and status of Matter.
Navigate to the Matter Tab
Choose a Matter
Click Edit from the Matter List View to edit a matter.
Add Matter Details
- Add/Modify the General Information for your new Matter.
- Add/Modify the Description Information for your new Matter.
- Add/Modify the Matter Details for your new Matter.
- Click SAVE to save your updated Matter information in the Advologix system.
Optionally, select Save & New to go directly to a NEW blank matter form to a new Matter.