Matters
- How to Create a Time Entry from a Note
- How to Quickly Locate or Find a Note or Other Interaction in a Matter
- How to Star and Unstar Notes, Meeting Notes, Facts, Time Log Entries and other Matter-related Interactions for Quick Access
- How to Pin and Unpin Notes, Meeting Notes, Facts, Time Log Entries and other Matter-related Interactions for Quick Access
- How to Re-Open a Matter
- How to Add a New Practice Area
- How to close a matter
- How to create tags for matters?
- How to add additional contacts to a matter using relationships?
- How to view details of matters
- How to view all your matters
- How to add a new matter
- How to delete a matter
- How to add additional contacts to a matter using relationships?
- How to re-open a matter from closed matters list