If a matter was created with the incorrect matter prefix, or an existing matter's number needs to be changed, you can do so by taking the following steps:

Step 1:

• Go to Application Administration | Matter Maintenance
• Select Matter Numbers
• Click the Edit pencil associated with the new matter prefix
• Increase the number by one – example: if it is 0124, change to 0125
• Note: You will use 0124 for the matter you are changing; changing the prefix to the next number ensures that the next matter added has the right matter number and there are no duplicates created
• Click Save

Step 2:

• Within the matter, click Edit/Close on the right side Matter Menu
• Click Edit Main Information
• Enter the New Number
• Click outside of the text field to ensure you see the ‘Saved’ message
• Click Finish
• Click the refresh icon to reload the matter

Step 3 (applicable if matter type must also be changed):

• Go into the matter in question
• Select Categories on the right side matter menu
• Click Matter Type / Keyword / Issues
• Select the new matter type from the Type drop down
• Click Save

Tip: Always check to make sure any information entered originally, i.e. captions, Work Groups, still make sense since the captions/fields most likely will change from matter type to matter type.