How do I change a Matter's Status to Closed?

  • Updated

 

You can change the status of a Matter from within the Matter details.
  1. Navigate to the Matters section, then select a Matter No to display the Matter details.

  2. Hover over the Status in the top Matter Fields section, then click the edit icon that appears to open up a Select Status field with options to change the Status to Closed, Hold or Pending.

  3. Select Closed from the drop-down list, then click the blue checkmark to save this change.

    MatterFields.png

 

 

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