Learn how to set up an automatic Matter number counter in Smokeball.
Smokeball Desktop App
- Navigate to the gear icon on the top-right corner of Smokeball to open your Smokeball Settings.
- Click on the Matter Number tab.
- Toggle on Use auto-number. You can also choose if Leads should follow this order.
- Choose your format (For more information on the formatting options, see below).
- Choose your starting number in the Auto-counter. The first file you open will be the next number in line from what is entered.
- Important Note: Make sure that the Preview Number (in bold) is the one you want to begin with. If the preview is not updating, click on an empty area in the window to refresh it.
- Click Save.
Formatting options
Auto-counter
The auto-counter will generate your matter numbers based on the next consecutive number. When setting up your auto counter, ensure you enter the number before your starting file (i.e. If your next matter is 001 you should enter 0).
Text
Text allows you to enter in any alphabetic or "break" characters i.e. if you want to break the year from the number, you can use this to enter a / or -.
Date (MM)
If you wish to count the month into your reference number, this will provide the format of (MM), i.e. March = 03.
Date (YY) or Date (YYYY)
For the year, you have the option to format as (YY) or (YYYY), i.e. 18 or 2018
The fields above can be placed in any order you like. To do this:
- Click on a field to add to your matter number.
- Select the field you would like to move.
- Use the arrows below to change the order.
Smokeball Web App
- Navigate to the Settings icon and select Firm Settings.
- Click on Matter Number from the left panel.
- Toggle on Automate matter number. You can also choose if Leads should follow this order.
- Drag the formatting components into the white box to customise your matter number.
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Auto-counter: The auto-counter will generate your matter numbers based on the next consecutive number. When setting up your auto counter, ensure you enter the number before your starting file (i.e. If your next matter is 001 you should enter 0).
-
Text: Text allows you to enter in any alphabetic or "break" characters i.e. if you want to break the year from the number you can use this to enter a / or -.
-
Date (MM): If you wish to count the month into your reference number this will provide the format of (MM), i.e. March = 03.
-
Date (YY) or Date (YYYY): For the year you have the option to format it as (YY) or (YYYY), i.e. 18 or 2018.
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- Click Save.