The Archive Matter Address window is displayed when a matter is changed to be inactive by selecting the Inactive check box on the Address tab of the Client file. How this message is answered determines whether the matter will maintain the last address used when the matter was marked inactive or if the address will continue to be updated when the contact is updated. The option to archive the matter address is often selected when it is a firm's policy to maintain the last billing address of an inactive client. It is particularly useful if the contact has other open matters and you do not want the inactive matter to be affected when the contact's address is updated.

Click Yes if you want to archive the address for this matter. The Address selector will be changed to Matter to indicate that the matter's address is in matter mode and the contact's current address will be saved in the Client file. Additionally, the Address selector in the Bill To Record window for all Bill To records for the matter will be changed to Matter, thus saving the associated address(es) in the Bill To file.

Click No to save the inactive matter without archiving the matter address.

A matter address can also be archived using Change Client Options. You can change multiple clients to inactive status and select whether to archive the matter address for the clients. Additionally, you can select to update all inactive clients to archive the current matter address.

Note: This window is not displayed when inactivating a matter if the matter is currently secure or set for matter mode.

   To change multiple clients to inactive and archive the matter addresses

  1. From the Maintenance menu, select Client Related, and then click Change Client Options.

  2. Click Yes to make a temporary backup. (Note: Platinum users will not be asked to perform a temporary backup because the process is protected by Transaction Processing. Instead, rerun the process.)

  3. On the Client tab, enter the client range or multiple clients that will be set to inactive.
  4. On the Setup tab, click the Select button.
  5. Double-click Inactive or select Inactive and click OK.
  6. Select the Inactive check box.
  7. Select the Archive Matter Address check box.
  8. Click OK.

   To archive the matter addresses of existing inactive clients

  1. From the Maintenance menu, select Client Related, and then click Change Client Options.

  2. Click Yes to make a temporary backup. (Note: Platinum users will not be asked to perform a temporary backup because the process is protected by Transaction Processing.)

  3. On the Client tab, clear the beginning and ending Client ID fields so that both are blank.
  4. In the Status field select Specific.
    1. Click the Select Status button.
    2. In the Select Status Options window, select Inactive and click OK.
  5. On the Setup tab, click the Select button.
  6. Double-click Inactive or select Inactive and click OK.
  7. Select the Inactive check box.
  8. Select the Archive Matter Address check box.
  9. Click OK.
See also:   Inactive Clients
  Change Client Options