AdvoLogix Matter ManagementApplication GuideMatters OverviewChanging the Owner of Multiple Matters via Matter List View

Changing the Owner of Multiple Matters via Matter List View

You can change the owner of one or multiple Matters (from one or multiple owners to one owner) from the Matter list view.  Selecting the Matters tab brings you to the 'Matters Tab home page'.  The Accounts tab displays a home page that lets you quickly create and locate all types of accounts.

Choose Matters to Change

Choose Matters to Change

1. Place a check mark in the box next to the Matter(s) you wish to change.

2. Select Change Owner

Ownership Edit Page

Ownership Edit Page

1. Choose whether new owner is user (internal) or Customer Portal user (external)

2. Type all or part of the new owner's name in the search field

3. Click the look-up icon

* Selecting Lookup opens a lookup search dialog window that allows you to search for the person you want to add as the new owner.

** A blank lookup is performed when you click the lookup icon without entering a search term.

4. Select the Send Notification Email checkbox to notify the new owner.

* The “From” email address displayed in the notification is your return email address as set in the email address field of your email settings.

5. Click Save to save your changes.

You will then be returned to the Matter List view.