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How to edit any Item or Activity?
How to edit any Item or Activity?

Learn how to edit your items or activities.

David S avatar
Written by David S
Updated over a week ago

Please note that the features presented on this tutorial are available on all PracticePanther subscription plans! To find out more, simply click here.

Editing Items:

1) Click "More" and then click "Items". 

2) Hover the mouse over the Item and click "Edit". 

3) Update the desired information and click "Save".

Editing Activities:

To edit activities click "Activities" and click edit on the activity. After the changes have been made click save. 

Disclaimer- The only things that can not be edited are which contact/matter a payment is assigned to.


Learn how to restrict what users can or can't edit on PracticePanther by checking out this helpful article here.

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