Set Default Values when adding a Matter

Default Matter Templates (U_MT parameter) allow sets of default values for most fields in the Add Matter screen for faster Matter creation. 

Instead of manually entering this information each time a matter is opened, the user can select a Default Template to prepopulate the Add Matter Details form. The remaining fields may then be completed and the matter opened. 

Step-by-step guide 

The overall process is: 

1. Added a Default Template Type 
2. Then set the default settings for that type 
3. Apply the settings when adding a new matter 

To add a Default Template Type: 

1. Go to Parameters > Set Parameters 
2. Matter and Client > Default Matter Template Types 
3. Right click on the grid and select Add 
4. Enter a Code and Description as wanted. 

Set the default settings for that type: 

1. Go to Parameters > Set Parameters 
2. Matter and Client > Default Matter Template 
3. Select the Template created above by clicking the ... 
4. Enter the default information you want to appear when adding a new matter eg) 

To apply the settings to a new matter when creating it: 

NOTE: you may need to close and reopen LawMaster to see the new default template type when adding a new matter. 

1. Add a new matter as normal
2. Before adding any information on the Add Matter Details screen click the Default button 
3. Select the default template type you want to apply 
4. Click OK 
5. Continue adding the matter as normal.