When you have completed the Matter, you can change the status of the matter as closed.
To close the matter, follow the below steps:
- Go to Matters Report, select the specific matter record you want to close.
- Click Operations Menu.
- Click Mark as Closed.
If you'd like to see the list of all matters that are closed, go to the Matters Report and click on the Closed button and then you will be presented with a list of Matters that are marked as closed.
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?
Re open a matter
Using filters to sort matter