How to find a closed Matter.
There are several ways to locate a closed Matter:
- Run the 'Matters List' report.
- View the Client's Contact record.
- 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.
2a. Navigate to the Client's Contact record. For quick access use the global search bar at the top of your screen.
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'.
3a. Click the gear icon to access Advanced Search.
3b. Select the 'Matters' tab.
3c. Type Matter: * , and select Matter Status: 'Closed'. Then, click 'Search'.
3d. 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.