Objective:
- Updating a Internal Message
- Add Matter to Internal Message
- I forgot to link a Matter to my Internal Message
Environment:
- Clio Manage
Additional Information:
You can only assign a internal message to an open/pending matter, it can't be closed.
Procedure:
- Select Communications
- Locate the Internal Message
- Select the down arrow icon next to Reply located to the left of the Internal Message
- Select Edit matter link
- Type the Matter name in the Matter field
- Select Save matter link