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Ability to change matter type?

  • 7 September 2022
  • 2 replies
  • 84 views

Once a matter has been chosen and assigned, can you change the matter? I accidently converted a lead to a matter, and chose post decree rather than pre decree.

Hello Sara,

You can definitely change from Pre Decree to Post Decree!  This type of question is probably best to be submitted as a training ticket here as you will likely get a quicker response.  Open the matter and double click on the matter type and choose to change.

 

Wow...slightly embarrassed that it was that easy, AND the fact that I think I had done that before. Appreciate the help!

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