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KLERQ Knowledge Base

Edit a matter

Overview

Section titled “Overview”

Matters accumulate detail over their life — deal value confirmed, specialists added, a description written once the work concludes. Edit is where all of that lands.

Steps

Section titled “Steps”
  1. In the left menu bar, click matters under the Database heading.

Step 1

  1. Click the record you want to work with to open its panel.

Step 2

  1. Click the ⋮ menu in the top-right corner of the panel, then choose Edit.

Step 3

Step 3

  1. Change whatever you need and save. Updates apply everywhere the matter appears.

Step 4

Section titled “Related”