Default Reference Convention

The default matter reference naming convention works likes this {{matter.feeEarner.initials}}/{{matter.template.initials}}/{{matter.primaryClient.surname}}-{{matter.primaryClient.forenameInitials}}

and this will create a reference that looks like this JR/P/Bloggs-J.

Custom

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

InTouch matter reference naming convention

Year/MatterNo.

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 - {{#datetime 'YYYY'}}/{{organisation.currentyear.nextmatternumber}}.

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.