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