Related Topics Getting Started Related Topics Getting Started
The Related tab in the Matters Edit Mode allows you to track other matters that have a connection to the current matter.
Fields
Related Matter – The name of the matter.
Matter Number – The identifier assigned to the matter.
Matter Type – The classification (such as Litigation) of the matter.
Matter Status – The status (such as Active or Closed) of the matter.
Relationship Type – An indication of how the matter is related to the matter being edited.
Buttons
New – Click to create a new item in the grid.
Delete – Click to remove the selected item.
Jump – Click to open the record with information concerning the selected matter.
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.