Editing a Matter
Overview
This tutorial will walk you through the steps to edit a matter from your View Client and Matter list in TrustBooks.
Steps:
- From the Navigation Pane, select View Clients and Matters List under the Clients & Matters section.
- On the View Clients and Matters List you will select the arrow next to the client’s name to show the assigned matters.
- You can then click on the matter you want to edit; this will open up the matter ledger.
- Click the Edit Matter button in the top right of the Matter Ledger.
- The Edit Matter page will be displayed. Type your changes in the input fields and click one of the Save buttons in the bottom left of the page.