DESCRIPTION

This article is written with step-by-step Instructions to Update Accounts Name for a Matter.

NOTE: Please ask an Open Practice Admin user or check if you have access to the instructed programs.

STEPS TO FOLLOW

1. Go to Open Practice search bar (top find 🔍 icon)

2. Find Alter a Matters Matter Number (MAMATCHG) program

3. Search the required Existing Active Matter Number

4. Type in the Correct Number in Change to new Matter Number field 

NOTE: You must use the Next Matter Number from System Setup > Next Numbers

5. Click on Change button

*** Above instruction applied in Open Practice (OP) Version 8.6.0 ***

Please contact Open Practice Support Team, if above instruction does not resolve the issue:
Phone: 1300 366 002
Email:  opsupport@dyedurham.com