Organize and Filter Matters

Available on Smokeball Grow and Prosper+

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.

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

Filter matters by staff, state or status

Use the All Statuses pulldown menu on the top-right corner of the matters list and select individuals from the Staff view matters owned by specific staff members.

Filter by State by clicking on All Statuses and then selecting the state.

Filter by Matter Status by clicking on All Statuses and then select All, Open, Pending, Closed, Deleted or Cancelled.

Did You Know

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

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

 

 

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