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Mitratech Success Center

Edit Matter Product

The matter's product can be edited from the Product/s tab within an open matter record.

Click on Edit, located at the top right side of the screen. The following page displays:

Edit Matter Product

  • Change existing percentages by typing into the text box, then click Save. The green marker green circle target icon indicates the product is primary.
  • Use the trash_can_grey icon to delete a product.
  • Add a new product item by selecting a checkbox radio box next to the product to be added and clicking Save.
  • Click on the expand icon gray w cross icon to view subcategories, if any exist.
  • Click the collapse icon gray w minus icon to collapse the subcategory option.

When the new item appears in the product list, you are able to adjust the percentages and use the green marker green circle target icon to change the primary.

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