CRM
How To Delete A Client?
Introduction There may be occasions when you need to delete a client from Matters.Cloud, such as when duplicate client records exist. This article provides a step-by-step guide on how to delete a client in Matters.Cloud. Important Considerations ...
How Do I Re-Assign Ownership Of A Client?
Overview Matters.Cloud provides a simple to use facility to re-assign the ownership of a client record. Step 1 - Navigate To Clients List Select Clients > All clients and locate the Assign button: Step 2 - Assign Clients Select the new User to ...
How Do I Add A Client Address?
Introduction Clients can have one or more Addresses associated with each record. This guide talks through the process of creating a new Address for an existing Client. Create New Address Step 1: Find Existing Client Select Clients > All clients and ...
How Do I Import Clients?
Overview Matters.Cloud provides a simple to use facility to import existing client data when migrating from third party applications. Import Formats The following file formats are supported: Microsoft Excel (.xlsx) Comma Separated (.csv) Import ...
How To Create A Client?
Introduction Clients in Matters.Cloud serve as a central point of reference for managing various legal processes, from matters to invoices, receipts, and related contacts. Properly setting up and associating clients with these entities is crucial for ...