Overview

There are various ways in which you can sort and organise your matters in the Matter tab on your home screen.

Select or deselect required columns

Right-click anywhere in the headings' row (1) to select or deselect required columns (2) to be displayed.

Sort matters in ascending or descending order

Sort your matters by Matter Number, matter Type, etc, in ascending or descending order by clicking in the relevant heading.

View by specific staff members tagged in a matter

Click on the Show button (1) and then select the staff member's initials in the pop-out panel (2).

View by State/County

Click on the Show button (1) and select the required State/County in the pop-out panel (2).

View by Status

Click on the Show button (1) and select the required status filters in the pop-out panel (2).

View as a List or by Groups

Click on the Show button (1) and select the required option from the pop-out panel (2), ie either "Show as list" or your desired grouping.

Did you know...

• You can quickly access five of the most recent matters you were working on.

• Right-clicking on any matter provides additional quick options.