This article will go over how to access and edit your matter type settings.
Accessing the Matter Types Settings
- Click on Admin.
- Select the General Settings tile.
- Scroll down to the Matter types section.
Here you will the following options to turn on or off:
- Inline Matter type creation - when turned on, this allows users to create new matter types when creating new matters.
- Show step tree - when turned on this will show the step tree on the step history screen.
Related Articles:
- System Preferences - Quick Codes
- System Preferences - Regional Date Formats
- System Preferences - Contact Type Mappings