How to delete a matter?

In the menu « Clients / Matters > Matters »
Select with the box on the far left the case to be deleted
Click in the table at the bottom of the page on "Finish" then "execute all status changes".

Tempolia screenshot showing the status actions used before closing or deleting a matter — The status actions used before closing or deleting a matter.

The case is now over. To view it, you can filter on "T" cases to complete.

You can repeat this process to close the case and then delete.

Tempolia screenshot: Matter status fields for close or delete decision. — Matter status fields for close or delete decision.

You can consult the blue box on the Matters page to find out the different consequences of the change of states.

Tempolia screenshot: Events linked to a matter before closing it. — Events linked to a matter before closing it.