Related Topics Getting Started Related Topics Getting Started
The Progress Notes tab in the Matters Edit Mode allows you to track comments related to a matter.
Fields
Description – A freeform comment to distinguish the note from other notes.
Document Date – A date associated with the note. This date can be the date the note was created or the date the note was updated.
Created – The date the note was created.
Created By – The name of the user who created the note.
Optional Field
The following field can be added to the grid by clicking the Options button and selecting the field (the fields also may be reordered to appear as needed on the page):
Last Changed By – The name of the user who last updated the progress note.
Buttons
New – Click to create a new note.
Delete – Click to remove the note.
Expand – Click to view the entire contents of the comment field.
Reports – Click to access any tab-specific reports.
Export – Click to export the current grid contents to Microsoft Excel.
Print – Click to create an instant report of the current grid contents.
Options – Click to select the number of records to display in the list of items.