Viewing Matters

Selecting the Matters tab brings you to the 'Matters Tab home page'. 

Choosing a Matter List View

  1. Select a Matter list view from the drop-down menu.
  2. Use the alphabet map to quickly find a Matter.
  1. Matter Related List Links - Hover over the links at the top of a detail page to display the corresponding related list and its records.  An interactive overlay allows you to quickly view and manage the related list items.  Click a hover link to jump to the content of the related list.
  2. Matter Details - This section is a quick overview of the Matter.

Matter Edit Page