10. Find a Matter

The concept of a Matter no longer exists in CLASS.

The equivalent of a Matter is now a connected collection of related Services, and the fields that used to be attached to CLSIS Matters have been moved to either CLASS Client or Service screens.

However, CLSIS legacy fields like Matter ID have been migrated into CLASS as we know some users like to search by this Field. Hence, the Matter ID field has been retained, and IDs can still be searched if required. In CLASS, you can also record and search your service by File No. or by using the new ‘Related Services’ field on the main Service Details screen.    

The following shows the CLSIS Screens and then explains where the equivalent fields and functions have ended up in CLASS. 

#

CLSIS field

CLASS screen

CLASS field

Notes

1

Family/Group/Family Name Alias

Search clients > Clients

Last Name/Other/Organisation Name

Find client > then click link to client details > then click link to service

2

First Name / First Name Alias

Search clients > Clients

First Name / First Name Alias

Find client > then click link to client details > then click link to service

3

Worker

My Services

My Services

Services Assigned to User can be found by My Service functions. More information to come.

4

Matter ID

Search Services > Services

Matter ID

New Services will only be assigned a Service ID. Migrated Matter IDs can be searched from Search Services. 
If not showing in Sort Columns this field can be added by clicking ‘customise’ and dragging the field into the column headings

 Activity IDSearch Services > ServicesService IDActivity IDs are now the Service ID.

5

Problem Type

Search Services > Services

Problem Type

6

File No

Service > Service details > Archive

File Number

If not showing in Sort Columns this field can be added by clicking ‘customise’ and dragging the field into the column headings

Also appears in Services page > Archive Group

7

Client ID From / To

Search Services >

Client ID