Closing Matters

Often a matter is closed or settled but there are still future events on calendar. These become meaningless for your schedule so you may want them all deleted, yet sometimes you may want to maintain what had been scheduled for later review.

NOTE: You can add a closed matter identifier as desired.

Follow these steps to close a matter:

1. On the Matter window, enter the closing date in the Closed field. (Reports use queries for open matters by testing if the Closed field is empty.)

2. Click Save. The Close Matter Procedure window appears.
   
   

3. Under Desired action, select how you would like to handle future events for the closed matter.

   1. None: Leave the events intact.

   2. Set Status to OFF calendar: Leaves the events for the matter intact, but changes the Status field to OFF for them.

   3. Delete all future events for this matter: Removes all future events for this matter.

4. Click Done to save your changes and close the matter.