Issue:
- When updating the Matter Description and click "Update Matter Number", the number and description changes.
Environment:
- Clio Manage
Additional Information:
- n/a
Cause:
- The Matter Numbering scheme was set to "manual" previously, meaning Matter Numbers were entered manually as opposed to being automatically generated.
- The Matter Number will reflect the next number in the sequence when it was set to manual
- You can verify this by exporting the Matters as a CSV and checking the "Custom Number" Column
Resolution:
Override the new Matter Number by following the steps here.