Learn how to customise the Matter Details section by displaying only relevant fields and matter information.
- Select the gear icon in the upper right corner of your matter.
- Select the Matter Details tab.
- Use the checkboxes to select which fields will appear in the Matter Details section. You can use the arrows to view or hide sub-items. You can also use the search tool to locate individual fields.
- Select Save.
Adding contacts that don't fit in any field
If there are contacts that you wish to add to a matter, but their relevant fields are not available in Matter Details, you can add an Additional Contact field.
Like any contact, you can add multiple additional contacts by right-clicking on it in the matter file.
Using matter templates
If you have multiple matters that require the same matter details, consider creating a matter template to reduce the need to configure matter details every time manually.