- My Matter Numbering from my Migration has changed.
- I accidentally changed my Matter Numbering after my migration how do i fix it.
- Clio Manage
This resolution only applies to Matter Numbering changes that occur after a Migration. This resolution is dependent on the mapping agreed between yourself and the Clio Migrations Team.
A Matter Numbering change is caused when a user navigates to the Matter Numbering screen and over rides the numbering scheme.
- Click Settings > Firm Preferences
- Click Matter Numbering
- Click Select Template
- Choose Manual
- Tick Update All Existing Matters To Reflect New Numbering Scheme
- Click Update Settings