Can I retain my old matter numbering scheme?

Actionstep uses a unique system-generated numeric ID to identify actions (matters).  This ID is used to link all other information to the matter (contacts, documents, email, etc).

If you are moving from a manual system or an older computer-based system then you may have been using a more complex numbering system such as "2014-SMI/2"  (to indicate the second matter for client Smith in 2014).  This type of numbering scheme is not necessary in a new generation system like Actionstep since all the meta data (created date, client details, matter type, etc) are linked to the matter and can be combined as needed to provide a much more powerful and flexible reporting and search capability. 

With that said however, you will probably still want to import your old matter numbers so that you can cross-reference them to the existing paper files or old system records.  For this you can use a special field called "File Reference".  For any new matters created in Actionstep the file reference will no longer be needed and you can use the auto-generated numeric matter ID from that point forward.

Can I start my matter numbering at a certain value?

Yes you can specify any numeric start number for your matters.

How do I import a Date, Time and Memo data field?

When importing custom data, either participant or action data you might want to populate a date and time or a date, time and memo field. When doing this enter in the date a space and the time in the column on your csv file. If you want to add a memo then it should be followed immediately with a vertical slash "|" and the memo. For example:

To enter a time and date use the format:

2016-04-16 14:22:22

To enter a time, date and memo format:

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