Related Topics Getting Started Related Topics Getting Started
The Related Matters tab in the People Edit Mode allows you to display a list of matters with which the person is associated as a player. Select a relationship from the list and click Jump to link to the matter for more details. No data entry is done on this tab; information is displayed from the Player tab that is relevant to the selected person.
Fields
Matter Name – 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.
Role – An indication of how the matter is related to the person being edited.
Start Date – The date the person began working on the matter.
End Date – The date the person ended work on the matter.
Buttons
Jump – Click to access more information concerning the matter.
Wizard – Click to open the Global Assign/Reassign/Unassign Wizard to assign a person or entity as a player to one or more matters, reassign one player's matters to a new player, or unassign a player from one or more matters.
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.