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.
Solved
Ability to change matter type?
- Contributor
Best answer by Sara Sultan
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.
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+1- Smokeball Team
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.
- Contributor
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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