Organise and filter matters

Make your matters easier to find by customising your matter views and filters. 

Customise and sort column headers

Right-click anywhere in the headings row to select or unselect the required columns to be displayed on the matters section.

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Sort your matters by Matter Number, Client, Settlement Date and more in ascending or descending order by clicking on any heading.

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Filter matters by staff, state or status

Click on the status filter menu on the top-right corner of the matters list and select staff's initials to view matters owned by specific staff members.

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View by State by clicking on Show and then selecting the state.

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View by Status by clicking on Show and then select All, Open, Pending, Closed, Deleted or Cancelled.

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View as a List or by Groups by clicking Show and then selecting Show as List or required Group.

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Did you know

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

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Right-click on any matter on Smokeball's matters page to view additional options.

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