Organize and Filter Matters

There are various ways to sort and organize your matters in Smokeball. Read on to learn more.

Customize and sort column headers

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

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

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Filter matters by staff, state or status

Use the status filter pulldown 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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