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Why Don't I Have a "Matter number" Field When I Create or Edit a Matter?

February 28, 2020 17:08

Objective:

Where is the Matter Number field that I can type into?

Environment:

Clio Web App

Additional Information:

N/A

Answer:

The "Matter number" field will display when your Matter Numbering scheme is set to "Manual for each matter." If you are using an automatic numbering scheme, or if you have included other fields, in addition to the "manual field," this will conflict with the manual scheme and cause the "Matter number" field to be removed from the Create or Edit Matter page.