Details and Other Tab

The Details Tab allows you to enter in extra information in relation to the matter you are creating. The fields in the Details Tab dynamically change depending on what Class of law you have selected for the matter, from the Class drop down menu at the top of the Update Matter window.

The Other Tab allows you to also enter additional information about the matter you are creating. The fields in this tab stay the same no matter which class of law you select.

To have a list to pick from in each of the drop down menus in the Other Tab, you first need to add them to the Lookups area in System Settings. Only then will they appear in each of the drop down menus. To see how to add data to each of the drop down menus, refer to this article.