Create activity from a matter

Create activity from a matter

It is possible to create activities from a matter:

Click on New activity then choose the type of activity.




It is then necessary to complete the activity information:time, and thebenefits, and thecosts, and thedisbursements.

If this matter contains only one client, it will be automatically associated with the activity.
If this matter contains several clients, you can choose the client associated with activity.



These activities will appear in the matter but also on the client's page.


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