Notes

Notes record what happened on a matter or with a contact: a call, a meeting, a decision. Each matter and contact has a Notes tab, newest first by the date the note is about.

Add a note#

1. Open the Notes tab and click Add note.
2. Enter a Subject, the Date it happened (today by default, on your firm's clock) and the Note itself.
3. Optionally add attachments.
4. Under Notify about changes, pick members who should hear about it. They're notified, in Mattersimple and by email, when someone else adds or changes the note. Only members who can see the matter or contact can be picked.
5. Click Save.

Who sees and edits notes#

Notes follow their record. Everyone who can see the matter or contact sees its notes, and everyone who can edit it can add, edit and delete them, whoever wrote them.