Objective:
- If I have Matters 1-10 and delete Matter number 4, is there any way of pushing the 5-10 matters down to 4-9 automatically?
- Can Matters numbers be automatically updated when a Matter is deleted?
Environment:
- Clio Manage
Additional Information:
Answer:
At the moment, Matter numbers will not automatically be updated when a Matter is deleted. If you would like to update the Matter numbering to push forward Matter numbers please follow the steps below:
- Go to Settings
- Click on Firm Preferences
- Click on Matter Numbering
- Check the box Update for all existing matter numbers to start at this number
- Matter numbers will be updated to start at 1 (or what ever the Start from number entered is)