Related Articles
Set up a specific hourly rate for a matter
You can choose a specific hourly rate for a matter at the creation of a matter or when editing the matter, in step 3 "Billing". If you select "Hourly rate" in the billing policy field, then the users default hourly rate will be suggested by default ...
Delete a matter
In case of error or duplication you have the possibility to delete an existing matter, if this right is enabled for your User Profile. Attention. - Before deleting a matter verify that it does not contain any invoices, and that the activities it ...
Rename a matter
Attention: Some characters cannot be used in folder names. These are the characteristics ~ "#% & *: < >?? / \ { | } It is also worth avoiding starting the name of a folder with a space, or ending it with a space or point. At any time, you can rename ...
Creating a matter
1. 1. Creating matters You can create matters in two ways: Via the page listing all your matters Go to the list of your matters by clicking on the "Matters" tab of the left side menu Click on the " button Add a matter" which appears at the top right ...
Duplicate a matter
The duplication of a matter allows you to copy identical information from an existing folder (fields, including customized fields, parts, linked contacts, billing conditions, stakeholders and drive access), except: The name of the file: the ...