Show and hide matter details

Learn how to customise the Matter Details section by displaying only relevant fields and matter information.

  1. Select the gear icon in the upper right corner of your matter. 

  2. Select the Matter Details tab.
  3. 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.
  4. 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.

Was this article helpful?
2 out of 3 found this helpful

Articles in this section

See more