Deleting a Matter Record

Note: If child records are attached to a matter record, they must be deleted before the parent record.

To remove a matter record:

    1. Access the Matters notebook.

    2. Locate (search for) the record you want to delete. (See Finding Information for a description of available search techniques.)

    3. Click next to the matter record you want to delete.

    4. Click to delete the record. A confirmation window will display.

    5. Click OK to verify the delete.