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

  1. Enter the Client/Matter number, press F5 to select the client/matter from a list, or click Search image\search20x20.gif.

  2. Click the tab containing the information to be modified, and make your changes.

  3. Click Save image\save20x20.gif.