Matters

The Client Matters screen shows all matters in which the client is currently involved. Information displays in the following columns:

Field	Description
Matter Status	Current status of the matter.
Matter	Name of the matter. Click to access the Matter Performance screen.
Role	Client's role in the matter.
Date Opened	Start date for the matter.

Tip: You can show/hide the Client Matters page for various users. Admin: Permission Group: Matter>Can View Companies Matter.