Default Reference Convention
The default matter reference naming convention works likes this
and this will create a reference that looks like this JR/P/Bloggs-J.
You can change this naming convention by going to Settings > Organisation Settings > Advanced and changing the Matter Reference Convention field with your own data markers
For example you may wish for your matters to follow the naming convention Year/Number ie, 2017/001
To set this up go to , enter this data helper -
Manually settings a reference each time
If you want to set your own matter reference everytime you open a matter manually, delete the contents in the Matter Reference Convention field. When you open a new matter you will be asked to fill in the reference field.