How to close a matter

January 30, 2017 no comments

How to close a matter

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Michael A. Trevino

Am I blind?  I’m not seeing where I can close a matter.  I don’t want to delete it.  I want to have the options to reopen the file later should I need to.  I see where I can enter the date that it closes, but it stays active.  I don’t want it to be an active file.  I want to remove it from my matters screen when the active filter is on.

Esther Peralta edited question
Question is closed, new answer are not accepted.
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    Esther Peralta

    Hi Michael,

    Thank you for your message. Please take a look at our support article, as it describes how to make a matter “inactive.” This would help you ‘close’ the matter so that it is separated from active matters.

    If you need any further assistance, please contact our support department at support@cosmolex .com and we will be happy to help.

    Thank you!

    -Esther

    Esther Peralta answered
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