Rocket Matter Knowledge Base ReportsCollections Report: Why does 'None' appear as the User in my report?

Collections Report: Why does 'None' appear as the User in my report?

In the Collections Report, 'User' is the Primary Attorney associated with a matter.  If the Primary Attorney field is left blank, the User is listed as 'None'.  When Primary Attorney is assigned, those matters are listed under their designated Primary Attorney.  

Follow these steps to assign a Primary Attorney to those matters listed under a 'None' entry:

1. View the Matters listed under the ' User :  None' section of the report.

1. View the Matters listed under the ' User :  None' section of the report.

2.  Navigate to the Matter.

3.  Scroll down to 'Related Contacts' and click the Pencil Icon.

3.  Scroll down to 'Related Contacts' and click the Pencil Icon.

4.  Click "Edit Related Contacts & Data".

4.  Click "Edit Related Contacts & Data".

5.  Fill in the 'Primary Attorney' field, and click "OK".

5.  Fill in the 'Primary Attorney' field, and click "OK".

*  The Primary Attorney field can only be populated with the name of a Rocket Matter User.  The Rocket Matter User can be active or inactive.  A list of Users can be accessed by clicking on the "Manage User's" Link in the Admin > User's section.

*  Type in several letters of the User's name until the User's name auto-populates.  Then select the correct name.

6.  Run the Collections report again, and note designation changes.

6.  Run the Collections report again, and note designation changes.

Repeat these steps as needed to assign a Primary Attorney to any/all Matters which have a blank Primary Attorney entry.

 

Also View:

What is the Advanced Analytics Module?

How to use the Collections Report

 

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