CIC Solutions Forums
Certified Independent Consultant Solutions Forums for
LexisNexis® Practice Management Products
Time Matters - PCLaw - Billing Matters - Browser Edition - HotDocs

Assign different form style to a matter code

rated by 0 users
This post has 1 Reply | 1 Follower

Top 50 Contributor
Posts 99
Jennifer Ahrens Posted: Thu, Jan 26 2012 10:23 AM

Hi, can I safely assing a different form style to a matter code? We have a matter code that currenlty  has the default form style assigned to it. we have an existing form style that we would like to use now instead of the default. There is data in the fields. Any issues with reassigning form styles to matter codes that we need to be a aware of? we do realize that if there is data in some fields right now that are not visible on the new form style, we won't see that data any more and we are ok with that as we have been cleaning up the matters. But just wanted to check to see if its OK to freely change the form style attached to a matter code. thanks.

J Ahrens Collen IP Ossining, NY TimeMatters/BillingMatters 9.0 Enterprise SR3A Windows XP Professional Version 2002 Service Pack 2 MS Office 2003 SP3
Top 10 Contributor
Posts 1,699

Yes, you can change the form style associated with the matter. It sounds like you understand the consequences. It is not only that you may not see data but if a field is of a different type (not a good idea anyway) then you might have strange results in viewing or reporting. 


Caren Schwartz (Moderator/CIC)

35-45 Consulting

& Time & Cents Consultants, LLC

Southport, CT /


Software for Managing Time, Money & Information

Time Matters, Billing Matters, Billing Matters Plus, PC Law CIC


Page 1 of 1 (2 items) | RSS