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.
  2. View the Client's Contact record.
  3. Run an 'Advanced Search'.

1. Run the 'Matters List' report.

a. Select 'Matters' from the left-hand navigation panel.

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

1b. Select 'Edit Filters'.

1c. Toggle 'Closed' and click 'Apply Filters'.

Results will populate with all closed Matters.

2. View the Client's Contact record.

2b. View the status from the Contact's 'Matters' list.  

NOTE: To access the Matter Dashboard for the closed Matter, click on the Matter name.

3. Run an 'Advanced Search'.

3b.  Select the '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. View search results.

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

The 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.