Mandatory setup fields on a Matter

Overview

The purpose of this feature is to make a long-standing Legal feature optionally available. That is the ability to assign a work type to a new project; it has been changed so an organisation can choose whether that field should be mandatory when creating a new matter.

Feature management

This functionality can be enabled (or disabled) using the Feature management workspace. The feature is called “(evergreen) Enable matter work type “

Workspace >> Feature management >> (evergreen) Enable matter work type:

Parameters

Once feature is enabled, you will find a new tab in MMA parameters called “Responsibilities”. Selecting that tab will display a screen on which the mandatory behaviour of project fields can be controlled. At present, one field is displayed: work type. Use the radio button to the it on or off.

Matter management accounting >> setup >> Matter management and accounting parameter