How to close a matter

January 30, 2017 no comments

How to close a matter

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.
    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 Peralta answered