How to Make One Matter a Custom Matter Number and Default Back to Firm Wide Matter Numbering
Objective:
- Create custom or manual Matter Number for a single Matter
- Customize a particular Matter's Number
- Edit a Matter's Number
- Change/Update only one Matter Number
Environment:
Additional Information:
Answer:
- Click Settings > Firm Preferences > Matter Numbering
- * Important * Before you make any changes or continue with the below steps, make note of the Custom or Standard Matter Numbering Template that you currently have. For example, [matter number] - [client last name], [client first name]. (a screenshot can be helpful in saving this information)
- Choose Manual for each matter from the 'Select template' drop-down menu
- Click Update Settings on the bottom right
- Create or Edit the Matter that you'd like to add the custom Matter Number to. Add the desired Matter Number in the Matter Number field. Click Save matter.
- Go back to Settings > Firm Preferences and update the Matter Numbering Template to reflect the original Matter Numbering template you had previously written down or taken a screenshot of in step 1.
- Click Update Settings at the bottom right one final time.