Cheryl McDuffee (Customer) asked a question.
How do you edit a matter profile after it has been opened?
- Devang Shah (LEAP)
Hi @Cheryl McDuffee (Customer),
Thank you for posting on LEAP Community Discussions.
To change the Matter type (i.e. immigration law changed to family law), navigate to the Details & Correspondence tab on the Matter. In the Details column, find the table labelled "Matter type" and click on it, which will open a window where you can change it to your preference.
If you are looking to adjust Details associated with the matter, at the very top of the Details column where the Matter number is listed, click into this box and it will open a Matter Details window for you to make adjustments.
If you have any other questions, please do not hesitate to reach the Helpdesk by clicking the orange Support button in the lower right-hand corner of any window in the LEAP Community.
We hope you find this helpful!
Kind regards,
Devang
Expand Post
Hi @Cheryl McDuffee (Customer),
Thank you for posting on LEAP Community Discussions.
To change the Matter type (i.e. immigration law changed to family law), navigate to the Details & Correspondence tab on the Matter. In the Details column, find the table labelled "Matter type" and click on it, which will open a window where you can change it to your preference.
If you are looking to adjust Details associated with the matter, at the very top of the Details column where the Matter number is listed, click into this box and it will open a Matter Details window for you to make adjustments.
If you have any other questions, please do not hesitate to reach the Helpdesk by clicking the orange Support button in the lower right-hand corner of any window in the LEAP Community.
We hope you find this helpful!
Kind regards,
Devang