Deleting a Matter

Overview

This tutorial will walk you through the steps to delete a matter from your View Matter list in TrustBooks.

Steps

1. Start on the Dashboard Page, select  Matters.

2. On the Matters drop-down menu, click the  View Matter List.

All active matters are displayed in  Matter List page.

Note: Before deleting a matter, you should first archive it. Only archived matters can only be deleted and only matters with zero balances and no activity associated with it can be archived.

For steps on how to archive a matter click here:

https://secure.helpscout.net/docs/573232ecc697915bcd92d57e/article/57893eafc697912dee72bb23/.

3. Click the  Show Archived Matters button.

4. The  View Matter List will be displayed. You can delete right away by clicking the Delete button.

Or you can select the matter you want to delete.

5. Then click the  Delete button.

6. Then click  Ok.