How to Add and Link Names, Matters and Events

Adding a Matter/Name/Event

1. To add a MATTER click the MATTERS > ADD A MATTER option in your drop down menu
   • The same can be done for NAMES or EVENTS in the appropriately labeled dropdown menus
2. Enter all the appropriate information
   • MATTERS must have a valid CASE CODE
   • NAMES must have a valid NAME, STATE, and CASE CODE
   • EVENTS must have a DATE

Linking a Matter/Name/Event to a Matter/Name/Event

1. To link a NAME to a MATTER open the MATTER window and select LINKED NAMES then click the ADD LINK button at the bottom left of the window and select the name you wish to link to the MATTER
2. To link an EVENT to a MATTER open the MATTER window and click the LINKED EVENTS tab at the top of your MATTERS window, then select the EVENT you wish to add from the menu.
   • You can also add a new EVENT by clicking the ADD button at the bottom of the LINKED EVENTS tab window
3. MATTERS cannot be linked to other MATTERS
4. To link a MATTER to a NAME open the NAME window and select the LINKED MATTERS tab, then click the ADD LINK button at the bottom right of the window. Choose the MATTER that you wish to link to your selected name
   • After you link a MATTER to a NAME you can then choose the LINK TYPE and create a description using the following prompts
5. To link an EVENT to a NAME: Events must be ADDED to names. An EVENT cannot have more than one NAME linked to it and must therefore be unique to its LINKED NAME. If more than one NAME needs to be associated to the EVENT it can be documented under the EVENT’s notes or the event can be CLONED and the CLONED EVENT then linked to the next NAME.
6. To link a NAME to a NAME open the NAME window and select the LINKED NAMES tab then click the ADD LINK button at the bottom left of the window. Select the name you wish to link.
7. To link a MATTER to an EVENT open the EVENT window and locate the MATTER field at the bottom left of the window. Type the name of the MATTER or select it from the menu button to the right of the field
8. To link a NAME to an EVENT open the EVENT window and locate the NAME field at the bottom left of the window, just above the MATTER field. Type the NAME you wish to link to the EVENT or select it from the menu button to the right of the field.
9. EVENTS cannot be linked to other EVENTS

Using INTAKE FORMS allows you to enter information pertaining to a MATTER, NAME, and EVENT all at once and links it all together upon saving.