Editing clients/matters

Editing clients/matters

Simplified menu - Click Daily Activities, Clients and Matters

Standard menu - Click Clients and Contacts, Clients and Matters

Classic menu - Click File Maintenance, Clients

Enter the Client/Matter number, press F5 to select the client/matter from a list, or click Search $image\search20x20.gif$ .
Click the tab containing the information to be modified, and make your changes.
Click Save $image\save20x20.gif$ .

Notes

If you use matter numbers and modify the address or business telephone information on a client, you will be prompted to apply the change to all matters for the client. Click Yes if the change applies to all matters for the client, or click No if the change applies only to the current matter.
If you edit the matter description on a client/matter, the associated conflict record will be updated to reflect your changes.