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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 ...
Edit an existing matter
At any time, you can change the information on a the end of the affair summary. You can change the information of a matter in 2 ways. Method 1: block per block This method allows you to change only in a few clicks the information to be modified. Go ...
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 ...
Create a multi-clients matter
The principle of creating a multi-clients matter is similar to Creating a single-client matter. The only difference that you will need to add each of your client as a "Client" in the matter. You can create a matter with multiple clients: Either by ...