Matter Types

• Basic Family Law Add-on
• How to change or add a matter type (workflow) icon
• How to Change a Matter's Primary Contact
• Default Task Notifications
• Adding Steps Inside a Matter - Inline Configuration
• Data Source: Step Change Information (1 row per action)
• Data Source: Single Row Custom Action Field
• Marketing Campaigns and Activities
• Sales Pipeline
• Australian Litigation - UCPR App
• Australian Family Law App
• Custom HTML - Custom Data Type
• Custom HTML for Data Fields
• Introduction to Customized Matter Types
• Creating Customized Matter Types
• Configuring Workflow on your Matter Types
• Configuring Steps on your Matter Type
• Configuring Matter Data on your Matter Types
• Parent/Child Dropdown Data fields
• Custom Data Types
• Creating Email Templates
• Related Matters on your Matter Types
• Sharing matter data between related matters
• How do I delete a matter custom data field?
• Switch Matter Types
• Adding an Automatic Email to a Step Change
• Associating a Related matter type with a step change
• Participants