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Matter Details

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The above program is loaded when an Matter row is double clicked from the Matters view.

 

Please refer to the Data Forms for how to use the Matter data form.

 

Depending on the exact configuration of the system, the following data fields may be available for input / editing:

 

Code - a unique code for the phase or type of work (1 - 3 characters forced upper case).

Description - the description of the phase or type of work

Work Type - optional selection from a list of work types. This will default all postings for the matter for a client to this work type which in turn will determine the charge band to be applied - see Work Types