Manage Internal Reference numbers

Available on Smokeball Bill, Boost, Grow and Prosper+

Smokeball Grow/Prosper+ Smokeball Web App/Bill/Boost

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:

    1. Choose to manually enter a reference number for every matter or create an auto-reference. The auto-reference will create an auto counter.
    2. 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."
    3. 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:

  1. Double-click on your Matter's Info section.
  2. Select the Override checkbox next to Internal Reference in the pop-up window.
  3. Enter the new reference number and select OK. 


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