Tina Crews (Customer) asked a question.
How do we change a file number (matter number) to a different number?
Patti Larocque likes this.
- Alexander Golino (LEAP)
Hi @Tina Crews (Customer),
Thank you for posting on LEAP Community Discussions.
First of all, please ensure no one else in the firm is editing or creating a Matter.
If your firm uses Auto-Numbering you will first need to disable it, this can be done by:
1. Clicking Menu in the top left of the Matter List > Settings > Application Settings.
2. The LEAP Application Settings will open in a new window.
3. Click Numbering under the Matters section.
4. Please note down the Last Number* undeneath the Auto Numbering checkbox as you will need to re-add this number later.
5. Untick the Auto Numbering checkbox under the Matter Number heading.
6. Click Save.
Once this has been completed you can simply:
1. Open the Matter.
2. In the Details & Correspondence tab click the Matter Number (under Details).
3. In the window that opens you should see the Matter Number and be able to make your changes.
Once it has been edited, if you had auto-numbering enabled, please go back into the Numbering menu as per the steps above and re-enable Auto Numbering by ticking the tick box & re-adding the Last Number*.
Best Regards,
Alex
Expand Post
Hi @Tina Crews (Customer),
Thank you for posting on LEAP Community Discussions.
First of all, please ensure no one else in the firm is editing or creating a Matter.
If your firm uses Auto-Numbering you will first need to disable it, this can be done by:
1. Clicking Menu in the top left of the Matter List > Settings > Application Settings.
2. The LEAP Application Settings will open in a new window.
3. Click Numbering under the Matters section.
4. Please note down the Last Number* undeneath the Auto Numbering checkbox as you will need to re-add this number later.
5. Untick the Auto Numbering checkbox under the Matter Number heading.
6. Click Save.
Once this has been completed you can simply:
1. Open the Matter.
2. In the Details & Correspondence tab click the Matter Number (under Details).
3. In the window that opens you should see the Matter Number and be able to make your changes.
Once it has been edited, if you had auto-numbering enabled, please go back into the Numbering menu as per the steps above and re-enable Auto Numbering by ticking the tick box & re-adding the Last Number*.
Best Regards,
Alex