Organise and filter matters

There are various ways to sort and organise your matters in Smokeball

Select or unselect required columns

Sort matters in ascending or descending order

View by specific staff members tagged in a matter

View by  State

View by Status

View as a List or by Groups

  •  Right click anywhere in the headings row (1) to select or unselect required columns (2) to be displayed on your Home Screen

  • Sort your matters by Matter Number, Client, Settlement Date etc in ascending or descending order by clicking in the appropriate heading

  • View by specific staff members tagged in a matter by clicking on Show (1), then selecting staff's initials (2)

  • View by  State by clicking on Show (1), then selecting the state (2)

  •  View by Status by clicking on Show (1), then selecting All, Open, Pending, Closed, Deleted or Cancelled (2)

  • View as a List or by Groups by clicking Show (1), then Show as List or required Group (2)

Did you know…

  • You can quickly access 5 of the most recent matters you were working on

  • Right clicking on any matter on Smokeball's Home Screen gives you some quick options

 

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