Issue:
- There is no space between the client's first name and last name within the Matter Number
Environment:
- Clio Manage
Additional Information:
- n/a
Cause:
- There is no space within the Matter Numbering settings
Resolution:
- Navigate to Settings
- Select Practice
- Select Matter Numbering
- Select the X next to the items within the Matter Numbering that follow the clients first name or last name(depending whether you prefer to have the first name or last name appear first)
- Click anywhere within the white Matter Numbering space
- Enter a space using your keyboard, then hit Enter.
- Use the Customize with additional fields: drop-down on the left to repopulate the Client's First Name, Summary Name or Last Name again, as well as any other fields that should follow
- To have this affect existing Matters check the box to Update all existing matters to reflect new numbering scheme
- Select Update Settings