A Matter allows you to record details about a person including their bio data (name, date of birth, gender), their contact details, their passport details and any current visa. The following instruction guide illustrates the type of information that you can record on a Matter. When you first start working on a Matter you may have all or only some of the information listed below.
1. Open the Matter Detail window.
If you have just created the Matter, the Client File window will open to the Matter Tab. This will show you a summary of the details pertaining to that Matter.
2. Insert basic bio-data
Click the Connections tab
Right-click on the person and select 'Edit Particulars'. This will open the 'Personal Particulars' window where you can enter any of the basic information that you have about this person.
Once you have completed entering details, click Save & Close.
3. Record Contact and Address details
Whilst still on the Connections tab, click the right arrow in the Details section to bring up the 'Contact Details' entry window.
Insert the known contact and address details for this person including:
- The phone and email details for this person. It is strongly recommended that you specifically record an email address as many features of Migration Manager make use of the email address.
- The residential/physical address for this person. Note that if you want to make use of the Trust Accounting features in Migration Manager you are required to insert a residential address.
- The postal address for this person. The postal address will be inserted into any letter or document that you merge in Migration Manager.
Once you have completed entering details, click Save & Close.
4. Record a note about what this matter is about
When first starting work on a Matter, you should consider quickly recording any initial information or basic information you have about this matter in the summary file note.
4.1. Go to the Matter tab, then select the 'Cover Note' Sub-tab.
4.2. Enter the initial information
Type your comments in the Comments section of your Cover Note, then click Enter.
4.3. Set the status of the note and any applicable review date.
4.4. Click 'Save' to finalise.
5. Record file status details
From the Matters tab, click on the Right Arrow next to Status to bring up the Status window. Select the Status of the Matter, then click Save & Close.
6. Record the Referral Source
Select a Referral Source for the Client File. Go to the Cover Page tab, click the Edit icon in the Summary section, then select your Referral Source.
Click Save & Close.
