Step 4: Create a Matter Using the Auto-Add Feature
To use the now formatted AutoAdd checkbox for a particular Contact or Account, based off a particular Matter record type, to all Matters created with that record type. Provided you have checked the AutoAdd checkbox when creating the Matter.
Create a Matter & Check the Auto-Add Checkbox to Automatically Add the Contact to that Matter
- Navigate to the Matters tab
- Select New Matter
- Select a record type
- Choose a record type you have created custom auto-add setting for a Participant.
- Add all needed information to the new Matter and be sure to check the AutoAdd checkbox
- You will see that the Participants were automatically added to the Participants related list.