AdvoLogix Help

Matter Calendar: Matter Name Not Auto-Populating Upon Event Creation on Matter Record (MM)

Updated on

Article #000001325

Summary

When a user creates an event on a matter record, the matter name does not auto-filing in the 'Related To' field. This can be corrected by removing the override for the 'New Event' button/action on the event object.

Question

Why is the matter name not auto-populating when I create an event on a matter record?

Resolution/Workaround

Please follow the steps in the screenshot below:

The New Event button has been overridden.  Please make the changes shown in the screenshot below:

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