How-to Detaching a Contact from a Matter

This How-to covers detaching a contact from a Matter tree.

Note: Prevail will not allow you to detach a party from the matter tree if that party has other parties attached to it. You would first have to detach the subordinate parties before detaching the primary attached party.

\uD83D\uDCD8 Instructions

1. Click on the party you wish to detach in the matter tree.

2. 

   Click the ‘Detach’ button above the matter tree.

   1. This is located immediately to the right of the ‘Attach’/paper clip button.

   2. Warning: You cannot detach parties who have any parties attached to them without first detaching the subordinate parties.

3. Click ‘Detach’ to confirm.

\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