Matters

Articles

• Issue: New Transactions button shows all Matters in Matter dropdown
• If I Share A Item With A Client, Will The Related Contact Also See That Shared Item?
• Where is the Total Amount Billed Displayed on a Matter
• Can I Sort Matters by the Number of Incomplete Tasks?
• Can I Change What Fields are Required when Creating Matters
• Can I Download Only One Matter?
• How do I Change the Rate of a Flat Fee Matter
• How Do I View The Transaction History On A Matter?
• How Do I Sort Notes by Date?
• Can I Assign More Than one Originating Attorney on a Matter?
• What Happens If I Delete a Contingency Time Entry From a Matter?
• Why Am I Seeing the Contact's Email When Creating a Matter?
• Can I Set a Contact As the Responsible Attorney on a Matter?
• Do Hyperlinks Work In Matter Notes
• Can I Create a Picklist for the Related Contact "Relationship" Field?
• Can I Create Custom Matter Sub-Tabs?
• What is Pending Date used for?
• How Do I Change the Relationship/Title of a Related Contact within a Matter?
• How Can I Have My Firm Members View the Matter Dashboard Financials?
• Can I Display $0 Time Entries on a Flat Rate Matter Bill?
• Can I Bulk Share Matters?
• Can I Filter Matters by Permissions?
• Issue: "Invalid date" or Day and Month Reversing for Notes when Date Format DD-MM-YYYY
• Does the Matter Budget Calculation Include Tax?
• How do I see if a Custom Rate is Applied to a Matter?
• Can I Close a Matter whilst Recording a Payment in New Clio?
• What Do the Time and Expense Totals Refer to on the Matter Dashboard?
• How do I Print a Matter Note?
• Why Does the Notes Tab Look Different?
• How Does "With Time" and "Without Time" in the Section of Notes Work?