Settings (Project) Additional Info

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Additional Info Screen

Note that these settings can be viewed by any user with access to the Projects list. 

  • Matter Number: Matter numbers are used to differentiate between individual matters for the same client. Displayed in the Projects list.
  • Company/Client: Enter the name of the company or client . Displayed in the Projects list.
  • Closing Date: Enter a closing date for this project. The closing date is a visual indicator, and does not affect the project's behaviour. Displayed in the Projects list. 
  • Stage: Select a project stage. The project stage is a visual indicator, and does not affect the project's behaviour. Displayed in the Projects list. 
  • Description: A text-based description of the project. Displayed in the Projects list. 

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