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:

• Change existing percentages by typing into the text box, then click Save. The green marker  indicates the product is primary.
• Use the  icon to delete a product.
• Add a new product item by selecting a checkbox  next to the product to be added and clicking Save.
• Click on the  icon to view subcategories, if any exist.
• Click the  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  to change the primary.