Related Topics Getting Started Related Topics Getting Started
The Matters List page allows you to list matters meeting the criteria you select. Click on any matter to display detailed information concerning the matter on the Matters Summary page.
Filters
Finder – Select the field (such as Matter Name) on which you want to query, select the criteria (such as contains) by which you want to query, enter the text for matching, then click Find to retrieve all matching records. Click Clear to reset the criteria.
Active Matters – Click to list all matters with a status of Active.
All Matters – Click to list all matters.
Disposed Matters – Click to list all matters with a status of Closed.
Most Recently Accessed – Click to list all matters that you have opened recently.
After changing the number of Most Recently Accessed records on the Preferences tab, you must open a record from the Matters List page before the new setting will take effect.
My Active Matters – Click to list all matters that have been assigned to you within a recent time period.
My Matters – Click to list all active/inactive matters assigned to you.
New Matter Assignments – Click to list all matters that have been created with notification selected for your user ID. Once you click on a matter in this list, it will be deleted from the list and appear in the Most Recently Accessed list.
Fields
Matter Name – The name of the matter.
Matter Number – The identifier assigned to the matter.
Open Date – The date the matter was created.
Matter Status – The status (such as Active or Closed) of the matter.
Matter Type – The classification (such as Employment) of the matter.
Logical Group – The category (such as a business unit) to which the matter belongs.
Optional Fields
The following fields can be added to the grid by clicking the Options button and selecting the fields (the fields also may be reordered to appear as needed on the page):
Budgeted – An indication of whether budgeting information is available for the matter.
Close Date – The date the matter was completed.
Country – The country in which the matter was opened.
File Number – The identifier for the file associated with the matter.
Insured – An indication of whether the insurance information is available for the matter.
Law Area – The area of law associated with this matter.
Law Subarea – A sub-classification within the area of law.
Legal Section – The legal section (such as Litigation) for the matter.
Litigated – An indication of whether dispute information is available for the matter.
Priority – An indication of the level of importance of the matter.
Private Matter – If private matters are enabled, an indication of whether access to the matter is restricted.
Product/Service – The product or service associated with this matter.
Region – A user-defined area applicable to the matter.
Reopen Date – The date the matter was reopened if applicable.
State – The state in which the matter was opened.
Sub-product/Service – A sub-classification within the product or service.
Target Date – The date the matter should be resolved.
Buttons
New – Click to open the Matters Edit Mode to create a new record.
Copy – Click to open the Copy Matter Wizard to copy the selected matter information to a new record.
Delete – Click to remove the matter from the list.
Export – Click to export the current grid contents to Microsoft Excel.
Print – Click to create an instant report of the current grid contents.
Options – Click to select the number of records to display in the list of items.