Matters
Matter Management
Creating, editing, archiving, and deleting matters.
2 articles.
- What is a "matter" in Beagle?Use this feature from the relevant Beagle workspace or Settings area. The exact controls may vary by version, but the safest approach is to open the related section, review the available fields, and save only after confirming the record is accurate.
- What is the difference between archiving and deleting a matter?Archiving keeps the matter record and related history but marks it inactive. Deleting attempts to remove the matter and may be blocked or unsafe when related records exist.