Terry Zabetakis (Customer) asked a question.
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.
More information
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.
Do you mean change the initials of an existing person assigned to the matter, or change the person assigned to a matter? For the latter you can open the matter and click on the matter number and it will bring up a box where you can change the person responsible, assisting etc.
Hi Bernadette,
I need to change the initials appearing in the matter number description to remove one staff members initials and add another. Eg: from TZ:EH:2022:1089 to TZ:KK:2022:1089. I have already attended to the change in the matter number by bringing up the box where you can change the person responsible, assisting, but despite this, the matter number description has not change for the person assisting from EH initials to KK.
Any ideas would be greatly appreciated.
Hi Terry,
That sounds like another permutation of the same bug as changing the person responsible should change their initials in that field. The Matter Reference field pulls from the Person Responsible field, the Current User, and then the File no. (It did formerly pull initials the other way around, I think, before LEAP moved to content controls rather than macros.) The bug I am seeing is where the initials do not update in the matter list if they are changed after the matter is created but the tooltip does reflect the current status of the matter, while it seems from your experience this also extends to the tables used to pull data into precedents.
Unfortunately that means that the only way I can think of to change it from a user POV is to manually edit the reference after the field has been populated.
Hello Terry and all, and thank you for the responses. A call to our Helpdesk might be able to assist you with changes to Application Settings.