How Do I Only Use an Initial for the Client's Name in the Matter Number/Name?
Question:
- How do I only use the first letter of a Client's first name or last name in the Matter Number/Name?
Environment:
Additional Information:
Answer:
- Navigate to Settings > Firm Preferences > Matter Numbering
- Select Client’s First Name or Client's Last Name from the Customize with additional fields dropdown
- Set Character Truncation to 1 or whichever character truncation the user would like
- Click Add
- Click Update Settings
