Jonathon Gifford (Customer) asked a question.
Can you change a current matter into a recurring matter?
Can you change a current matter into a recurring matter?
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Jonathon Gifford (Customer) asked a question.
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Hi Jonathon,
Thanks for your query. At this point it is not possible to convert an existing matter in to a recurring matter.
The closest feature to this would be the ability for you to create a new matter based off the existing matter. To do this, right-click the existing matter in the Matter List, and select 'New Matter based on this Matter'.
This will open up a window which allows you to select which tables with information you wish to include on the new matter. You can also select to include Critical Dates, and manually type in a matter number.
Further information can be found here.
If you have any further queries, you can contact our HelpDesk via support@leap.com.au or the LiveChat.
Thanks,
Simon