Viewing Related Matters for Parties
If you double click on the Other Parties button, it will show you a list of all other parties on your system.
Then highlight any party, right click it, then click on Show Matters for This Party.
You will then get a list of all matters associated with this party. Highlight the one you want, then click on the Go To button, and it will open that matter. This can be helpful if you get a phone call from an Agent or Introducer and you can't find the matter they want to discuss from the details they are giving you.
Related Articles
Other Parties - Adding and Editing
When opening a new matter, you are prompted to fill in other parties, such as Agent, Bank or Building Society and Solicitor. If at the stage of opening the matter, all or some of these details are unknown, you can omit them and add them at a later ...Creating a Document to multiple Parties
IF you have two of the same party type on a matter you are able to write the same letter to both at once. This can be used to write to multiple banks, for example, but it is particularly useful when writing to lots of the same individuals, such as ...Default Parties
You can set Default Parties at a Matter Type level, so that the party is always added to a matter whenever a new matter is opened. This is typically used if you have internal Party types, such as the Accounts or Post Completion department. If added ...Editing Previously Attached Other Parties
Editing Previously Attached Other Parties If an Other party has been added to your matter by mistake, or, for example the Agents have changed, you should not edit them to change them, you should instead Remove the incorrect party and then Add the ...Deleting Other Parties
If you have permission to do so, by double clicking on the Other Parties button to change it to All Parties, you can delete a Party. Highlight the party you want to delete, then click on the Delete button. You will then get the warning window below. ...