Home page bar chart analytic filters
Complete, incomplete and referred matters can be
viewed by using the filter options above the bar charts. The bar chart on the left will show the overall status of each matter on your system and the bar chart on the right will show the amount of matters created by each individual user.
Related Articles
Filter matters
You can filter your matter list with our great filter, you can find this on the "Matter" page. Enter data into the fields you wish to filter by and then simply click the "Filter" button. However, be careful if you click reset you will reset the ...
Can I unlock my matter
· Yes, however, you are limited to 2 calculations per matter. Please be diligent before you confirm the calculation that you have checked all questions to be correct to avoid having to recalculate. Unlocking can be done by simply navigating ...
Change password
· If you are within the client or externally, we have options available to change the password. o Within the client you can simply change your password via the profile page settings > My Profile > “Change Password”. · Alternatively, ...
Feedback List
The feedback list can be found through Settings > Feedback List. Filtering feedback is done by clicking the icon above the list, there are 8 data points to refine your filtering. To actuate the filter, make sure the value has been entered before ...
Create a matter
You can add a matter on the “Matter” page, in the left corner of the screen there will show a + icon, this is the matter creation button. When clicked, you will need to accept the terms and click “I Agree to Continue” before been taken to the new ...