I have set up a new matter using the form, but the 'save' button remains greyed out.
If you are trying to save a new matter and the 'Save' button remains greyed out and you can't complete the matter creation process, please check the following:
Mandatory fields are completed on the matter form
Please check you have completed all the mandatory fields on the core matter form. If these are not auto-filling or selected by you, the 'Save' button will remain inaccessible.
Mandatory fields include:
- Matter Manager
- Risk / Priority
- Date Received
- Date Required
Are you resourcing this matter with an external resource? If yes, you need to complete the following fields on the 'External Resources' tab before you can save a matter:
- Type of Resource
- Fee Type
- Default currency (this will auto-fill to your Location's currency)
- Initial cost estimate (this will default to zero)
Please refer to this article to learn how to add external resources to a matter.