Delete a Project/Matter/Case

Note: You cannot delete a project/matter/case unless all linked transactions have been deleted. To delete a project/matter/case: Click on Clients & Matters under the Clients tab, select the the desired project/matter.   Click  on Delete This Matter link.   Click OK to confirm deletion.

How to save your Login ID and Password – MAC Users

VIDEO: Instructions Things You’ll Need: Safari Web browser Internet access Macintosh computer with OS X Set Your Passwords Preferences 1.    Step 1 Open up your Safari Web browser and choose ‘Preferences’ from the Safari pull down menu<image001.gif>. 2.    Step 2 Click on the heading ‘AutoFill.’ 3.    Step 3 Click on the box next to Read more