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Matter Number Override Isn't Updating the Matter Number

Issue:

  • When I use Matter Number Override, I see a confirmation but the number doesn't change.
  • The Preview for Matter Number Override doesn't change

Environment:

  • Clio Manage

Additional Information:

  • n/a

Cause:

Matter Number Override will not work with the "Manual for each matter" setting. This feature will only override Preset or custom matter numbering.

Resolution:

Use the [Edit matter] button in the Matter screen to manually update the Matter Number. 

 

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