How can I add the phone log under matter?
1. Click on the Matters tab present on the nap bar.
2. Select the matter for which you want to add the phone log.
3: Click on the "+New Message Log" button under the Communications tab.
4: A new window will open, select Phone Logs enter the details, and click on the Save button.
Related Articles
Where can I put details related to the matter?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to delete the phone log. 3. Click on Details tab and then click on the pencil icon on the right of your screen. 4. Add your details, click on the Save button.How to add a phone log for a contact?
1. Click on the Contacts tab present on the nap bar. 2 - Click on the contact you want to add a phone log for. 3 - Select the Communication tab and then click on the "New Message Log" button. 4 - A new "Add Log" form will open. Select the “Phone“ ...How to add a new motion in the Matter?
Go to the Matters section. Select the Matter where you want to add the motion. Open the LawSuite tab and click on the Motions section. Choose your motion type, fill in the details, and click Save. Refer to the image below .How to add new matter in MatterSuite?
Go to your MatterSuite Dashboard. Navigate to the Matters section. Click on the Add New Matter button. Enter all the required details such as client name, description, and case type. Click Save to successfully create your new matter. Refer to this ...How to link an event with Matter.
Open the Calendar. Click Add Event (or select an existing event). Enter the event title, date, and description. Click Link to Matter. Choose the relevant matter from the list. Click Save to link the event and finish.