Matter Numbering
Videos
Articles
- Can I Download an Export That Lists Client Numbers for My Contacts?
- Why am I Receiving a "Minimum Matter Number Must be Positive" Error When Changing Matter Numbering Scheme?
- How Do I Set My Matter Numbering to Include Client Initials and the Number of Matters Opened?
- How Do I Capitalize Additional Fields Within The Matter Numbering Scheme?
- Is it Possible to Include a Contacts Prefix As Part of the Matter Numbering Scheme?
- Will I Delete a Matter Will the Matter Numbering Scheme be Updated?
- Can I Update Client Numbers?
- Activity Imports are not Linked to the Matter Even After Matching the Matter Name
- How are Client Matter Numbers assigned for Existing Matters if I Update Existing Matters to Start at a New Number?
- How Do I Change the Name of the Matter Folder in OneDrive to Show Matter Description?
- Can I Have a Combination of Manual and Preset Matter Numbering Values?
- Why do my Matter Numbers not Include the Matter Description?
- When Creating a Matter, Why Is a Matter Number a Required Field?
- Where Can I Add a Case Number to the Matter?
- Issue: When I Update the Matter Description on the Edit Matter Screen, and Click to Update The Matter Number, Both the Number and the Description changes to a Random Number
- Matter Number Override Isn't Updating the Matter Number
- How to Manually Generate Matter Number When a New Matter is Opened?
- Why Can't I See the Matter Numbering Tab Anymore?
- How Do I Change My Matter Numbering Scheme to Not Start at One For Each Client's New Matters?
- How Do I Only Use an Initial for the Client's Name in the Matter Number/Name?
- Can I Automatically Show the Matter Unique ID as Part of the Matter Name?
- What Will the Next Matter Number Be After a Matter is Deleted?
- What Permissions Do I Need to Edit Matter Numbering Preferences?
- Review - Getting "Error: Unable to create matter : Display number is too long (maximum is 255 characters)" When Trying to Create a Matter
- What Happens to Matter Numbering When Matters Are Imported into Clio Manage?
- How Can I Create a Secondary Matter Number in Clio?
- Can I Add Docket Number as Part of the Matter Name Without Having to Add It in Description or Changing Matter Numbering to Manual?
- How Do I Edit the Matter Number on a Closed Matter?
- How Do I Change a Specific Matter's Matter Number to Reflect a Different Year?
- Why Do I Have Duplicate Matter Numbers?