Matter Custom Number - How to create, and use.
With our Premier tier you can create custom matter numbers for your matters if you choose. Using numbers, letters or special characters, create a custom matter number format to apply to select, or all matters.
Your Matter Number will be displayed on the Matter Dashboard, on the 'Matter' report and it may be referenced in the Business Intelligence tool for custom report building purposes! This field can also be searched for in the Global Search.
Follow these steps to set them up!
1. If you don't see this field when adding a new matter, or editing an existing matter please contact us to enable the matter number field in your account.
Contact our support team by chat, email at [email protected] or by phone at 1-888-432-1529.
2. When adding a new matter, or within the 'edit matter' screen you will see the field available once it's been enabled.
Matter Dashboard view:
Global Search Bar:
Matter Report view:
Business Intelligence data point: