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Android App: Matters

Contents

Sorting and Filtering Matters
Matter Dashboard
Quick entry
Matter contents
Contact details
Matter details
Custom Fields

To access the Matters page, tap the "Matters" icon at the bottom of the screen.

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Sorting and Filtering Matters

To sort and filter your listed Matters, tap "Filter edited" to the right of Recently edited:

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You will have the option to sort by recently edited and alphabetically.

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You will also find the option to filter which Matters are listed. You can filter by Matter status, Client, Responsible Attorney, Originating Attorney, Billable status, and Practice area. Once you have selected your filters, tap the checkmark in the top right corner to apply and return to the Matters list.

When a filter is applied, you will notice the text change from "Filter matters" to "Filters applied".

Matter Dashboard

By clicking on a Matter, you will be taken to that Matter's dashboard.

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From here, you will have access to the following:

Quick entry

Quickly add things like Time Entries or Calendar events to the Matter. 

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Matter contents

Provides quick navigation to specific information on the Matter. 

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Contact details

Displays two Contacts, the primary Contact and one Related Contact, unless expanded. 

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Matter details

All of the relevant Matter information, similar to the Web dashboard. 

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Custom Fields

Provides a list of Custom Fields on the Matter.

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