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Populate Default Matter Task and Matter Stage Search Results on Due Date Selector

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Dan Heintzelman


This setting allows you to search for default matter tasks and stages when setting due dates relative to task completion or stage activation on Due Date Selector. Check the allow search box on the Default Matter Task and Matter Stages objects.

  1. Navigate to Setup > Object Manager > Default Matter Task > Details tab.
  2. Scroll down and check the Allow Search checkbox.
  3. Click Save.
  4. Navigate to Setup > Object Manager > Matter Stage > Details tab.
  5. Scroll down and check the Allow Search checkbox.
  6. Click Save.


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