Conflict Check - Admin

Conflict Check - Admin

The conflict check setting on Thread allows users to check for any existing conflicts when adding a new matter or contact to Thread. If you have these settings turned on and try to add a new matter or contact, you will receive a prompt from Thread asking whether to perform a conflict check for existing matters or matter codes, or contact names, surnames, and company names.  

​

Conflict check settings can be switched on or off in Settings. 

  1. 1. Click Settings at the bottom left pane of Thread. 


  2. 2. Under the System tab, in the drop-down menu click Conflict Check.  


  1. 3. Select whether to perform conflict check for matters or contacts and click Edit in the top grey pane. 



  1. 4. A pop-up window will appear. Toggle Yes to turn on conflict check settings. 



  1. 5. Click Save. 


    • Related Articles

    • Admin Settings - Overview

      Admin Settings - Overview Our Admin Centre contains all your firm settings and configurations relating to Thread, including general settings, system configurations, matter settings, and integrations with other applications. We have divided all admin ...

    • Set Task Subjects - Admin

      All tasks created on Thread must have a task subject / title. When creating a task, you can enter a unique subject, or you can use existing set subjects created in Settings. Having task subjects pre-set helps to create tasks faster, allowing users to ...

    • Contact Types - Admin

      With Thread, you can create contact types that can then be applied to newly created or existing contacts. You can then view contacts based on their type in the Contacts tab. So, if you want to view all contacts that are accountants for example, you ...

    • Company Type and Status - Admin

      You can create company types and statuses that can then be applied to newly created or existing companies. You can then view companies based on their type or status in the Companies tab. So, if you want to view all companies that are consultants or ...

    • Key Dates - Admin

      The Key Dates feature on Thread allows you to add important dates such as commencement dates, court dates, or agreement dates to your matter. With this feature, you can set reminders for key dates which automatically link to your Outlook calendar. ...