You can delete matter by following the below steps:
- Go to Matters Report, select the matter record you want to delete.
- Click Operations Menu.
- Click Delete.
While deleting matter you will be asked to confirm or reject the action by clicking “OK” or “Cancel” in the dialogue box appeared.
NOTE: To safeguard accidental deletes, we restrict deleting matters which contains any records like contacts, tasks, time entries, invoices etc. You need to delete all the associated records manually before deleting a matter. Any record once deleted, cannot be recovered, so please exercise precaution before deleting.
Learn more about Matters
Add a new matter
Assign team members to matter
Add custom fields to matter
Add tag to matters
View invoice raised for a matter
Customize matter number/default options for matter
How do I track invoiced matters?
Close a matter
Re open a matter
Using filters to sort matter