Problem
You have completed the Pre-Close File Check and successfully closed the matter.
You now want to delete the matter but you are getting the error:
Associated Data exists - Please detach
Solution
To find out where the matter is still being used:
- Go to the matter in question
- Matter Menu > Matter > Show Where Used
If the "Matter Check List" box is ticked and is stopping the Matter from being deleted:
- Go to the matter in question
- Matter Menu > Matter > Review Matter Details (inc Profile)
- Set the Work Type to a Work type that doesn't have a Workflow event associated with it
- Then try to delete the matter.
If the "Movements" box is ticked and is stopping the Matter from being deleted:
- Go to Entity Enquiry > Matters tab - context menu - View Closed > Delete
IMPORTANT: Normally Matters are only deleted if they were accidentally setup in the first place as all record of the Matter is lost and not retrievable when deleted. Closing a Matter is usually all that is needed.
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