You no longer have to open individual matters or run reports to see the details you care about. You can now tailor the Matters table to your own workflow.
What you can do
Add and remove columns. Show the matter information you use most and hide what you don’t.
Add and remove filters. Build the set of filters that matches how you search for matters.
Use custom fields. Add your organization’s active custom fields as columns. Drop-down custom fields (single-select and multi-select) can also be used as filters.
Save your views. Save a configured table as a named view, then apply, rename, update or delete it later.
How it works
Your column and filter setup is saved to your account, not your browser. It stays with you when you sign in on another device or browser, and it’s still there when you come back later.
Custom field columns can be sorted and managed like standard columns.
If a custom field doesn’t apply to a matter, the cell is empty.
For a multi-select custom field, a matter appears in the results if any of its values match what you selected.
Custom field filters combine with standard filters, so you only see matters that meet all of them.
Inactive or archived custom fields aren’t listed.
You only see matters, and the values on them, that you already have access to. Configuring the table doesn’t change anyone’s permissions.
To configure your table
Go to Matters.
Open the column options and select the columns you want to show.
Open the filter options and add the filters you want.
(Optional) Save your setup as a named view so you can return to it later.
