Create a File Note - For a Potential Client
When you receive a phone call from a potential client, you may want to record this conversation prior to having created a matter in Migration Manager. You can do this by creating an unlinked file note and then creating and linking the new file. This article sets out how to create a File Note when there is no file in existence and then create and link the new matter to the note.
1. Record the File Note
1.1. Close any Active File
To be able to create an unlinked File Note, you must first close any current "Active File" by clicking the 'Close' button.
1.2. Click the New FN Button
Now click the 'New FN' button in the main toolbar.
1.3. Record the File Note
As with a normal File Note, record your comments and then click the 'Enter' button to add the comments to the note.
2. Create the new Matter
Once you have finished recording the note, you can now proceed to either link the File Note to an existing matter, or create a new Matter.
2.1. Click the 'New Client' button
To create a new Matter, first click the New Client button.
2.2. Record the Matter Details
The New Matter window will now appear. Enter the details of the matter that you want to create.
2.3. Click Create
When you have finished recording the necessary details for the new Matter, click 'Create'.
The new Matter will now be created and open. Add any additional information to the file as necessary.
3. Link the File Note and Matter
In the Client dropdown, search for the relevant matter by starting to type the name of the new Matter. When the required Matter is found, click on it to set it.
4. Finalise the File Note
Finish recording the relevant details of the note such as the Status and any Review Date. The click 'Save & Close' to finish the note and save it to the Matter.
The File Note will be saved to the Matter and can be found in the Filenotes tab.
