An Internal Reference number is a filing number used to track every matter.
Smokeball can already organize your Matters by Client Name or Matter Type. You can set up the Internal Reference within Smokeball to mirror your current filing system.
If you are new to Smokeball and still need to migrate your matters into Smokeball, wait to set up Internal Reference until you are creating brand new matters.
Set Up Internal Reference numbering
There are two ways to get to Smokeball settings from Smokeball's home screen.
Set up or edit your internal reference formatting:
-
- Choose to manually enter a reference number for every matter or create an auto-reference. The auto-reference will create an auto counter.
- Create the desired format. Use the arrows ("<<" or ">>") to change the order of the fields at any time
- The "text" field can be used to enter special characters or letters."
- Select Save.
You can organize your Home Screen or search for a Matter using the Internal Reference.
Edit the Internal Reference number of an existing Matter
It is also possible to edit the internal reference number of an existing Matter:
- Double-click on your Matter's Info section.
- Select the Override checkbox next to Internal Reference in the pop-up window.
- Enter the new reference number and select OK.
An Internal Reference number is a filing number used to track every matter.
Smokeball can already organize your Matters by Client Name or Matter Type. You can set up the Internal Reference within Smokeball to mirror your current filing system.
If you are new to Smokeball and still need to migrate your matters into Smokeball, wait to set up Internal Reference until you are creating brand new matters.
Set Up Internal Reference numbering
- Select the cog wheel icon in the upper right corner and then select Firm Settings.
- Navigate to Internal Reference using the quick links on the left.
- Use the toggle to choose to automatically assign an internal reference number. Toggle this off if you wish to manually add the internal reference number or wish to edit internal reference numbers at a later date.
- Optional: You can also choose to assign reference numbers to leads.
- Optional: Change the order of the fields in the provided window to create your desired format.
- Preview your reference numbers.
- Select Save.
Edit the Internal Reference number in an existing Matter
- Toggle Automate internal reference off in Firm Settings and select Save.
- Navigate to your matter and select Edit Matter.
- Edit the number in the Internal Reference field and select Save. Note: This field will not be editable if Automate internal reference from Step 1 remains toggled on.