Open and Close Matters

In this webinar we discuss the best practices for opening and closing matters.

It covers the following topics:

1. Best practices for opening new matters
2. Adding contacts to a new entry
3. Editing contacts within a new entry
4. Mandatory fields
5. Best practices for closing matters

Presenter: Edna Ward, Senior Training Specialist
Webinar recorded on: May 1, 2018
Duration: 24:28