I'm trying to create a new Matter, but it won't save.
You must make sure that you populated all the fields appropriately. All the field marked with * must be populated for the new matter to be saved.
How do I create a new Matter?
You can create a new Matter from any page of Matter365 application by using the shortcut from the application header (“+” in the upper right-hand corner). Additionally, on Matters page, you can click “Create new Matter” button. In both cases, ...
How do I rename a Matter?
The Matter Name is NOT editable. The Matter Name is used to create folders and pages in various Office365 Applications, so once the Matter has been created, the name cannot be changed. If it is a new Matter and you haven’t done a lot to it (in ...
Matter management is the core of your business. In this article, we will explain how to make the most value of our matter-centric approach to it and how to best utilize Matter365 and Office 365 features. Creating a Matter To create a new matter from ...
On Matter creation, one of the requirements is to select a Matter source. Source represents a channel through which your clients found you and decided to hire you. This information might come useful while choosing the right marketing channels to ...
How do I edit a Matter?
To edit a Matter, click Settings -> Edit. That will take you to the Matter settings page. On the Matter settings page, Matter owners can change Matter general info like description, status, type, source, etc. They can manage external Contacts ...