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CSM - Matters Not Syncing Checklist

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Here are the steps to check the matter is setup correctly in TeamConnect:

 

  1. First, check for the last successful sync (under the CSM tab).

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  1. Then, check to ensure the Matter is Open, not Closed.   Your settings may allow a vendor to see and bill to matters that are closed for a certain number of days (see #5).

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  1. Check if the vendor is Involved on the matter with the correct E-billing role.  Check the Inactive date on the Involved Party Record.

 

Find the correct Involved Party record on the matter.
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Then open the Involved Party Record.  Compare with the E-billing roles from CSM -> CSM Settings -> E-billing roles.  

 

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Confirm that the Involved Party Record does not have an Inactive Date that has passed.

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  1. Also, check to ensure the correct Contact card is “Involved” on the matter.
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  1. Optional: Your settings may allow vendors to bill for a few days once the matter is closed.  (This does not work if the Inactive Date on the

Involved Party record has passed.)

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  2. Tags
    1. checklist
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    4. matter not showing
    5. Sync