Rocket Matter Knowledge Base MattersHow to find a closed matter.

How to find a closed matter.

There are several ways to locate a closed Matter:

1.  Run the 'Matters List' report.

1a.  Click 'Matters' from My Dashboard.

1a.  Click 'Matters' from My Dashboard.

The 'Matter List' report can also be accessed in the Reports section of Settings.

1b.  Select "Edit Filters".

1b.  Select "Edit Filters".

1c.  Select 'closed', and click "Get Answer".

1c.  Select 'closed', and click "Get Answer".

1d.  Results will populate with all Closed Matters.

1d.  Results will populate with all Closed Matters.

2.  View Closed Matters in the Client's Contact Record.

2a.  Navigate to the Client's contact record.  For quick access use the Global Search.

2a.  Navigate to the Client's contact record.  For quick access use the Global Search.

2b.  View the Status for the Contact's 'Client: Matter' list.  

2b.  View the Status for the Contact's 'Client: Matter' list.  

Note:  To access the Matter Dashboard for the Closed Matter, click on the Client:Matter description.

3.  Run an 'Advanced Search' for Closed Matters.

3.  Run an 'Advanced Search' for Closed Matters.

3a.  Click the gear icon to access Advanced Search.

3a.  Click the gear icon to access Advanced Search.

3b.  Select 'Matters' tab.

3b.  Select 'Matters' tab.

3c.  Type  Matter:  * , and select Matter Status: "Closed".  Then click "Search".

3c.  Type  Matter:  * , and select Matter Status: "Closed".  Then click "Search".

3d.  Click "Search", and view search results.

- Matter Dashboard can be accessed by clicking the Matter Name.

- Search results can be exported by clicking "Export" at the top right of the Advanced Search screen.