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To view an instructional video of these steps, click the link below.
https://share.synthesia.io/85cd1f8d-849e-4074-ab21-c44cea4af4ab
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Video Link: Detaching a Contact from a Matter
Instructions
Click on the party you wish to detach in the matter tree.
Click the ‘Detach’ button above the matter tree.
This is located immediately to the right of the ‘Attach’/paper clip button.
Click ‘Detach’ to confirm.
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Note: Deleting this information from the Matter tab will also cause it to be deleted from the Medical tab.
\uD83D\uDCCB Related articles
Creating a New Prospect or New Matter Using Contacts, Activating Prospects as Matters, Closing or Deleting Prospects or Matters, Attaching Other Contacts to a Matter, Detaching a Contact from a Matter