How can I view the matter’s history?

1. Click on the Matters tab present on the nap bar.

2. Click on the Matter for which you want to view the history.

3. Click on the Eye icon present on the upper-right corner of the window, to view the history.

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• How can I view account transaction history or associated financial records?

  In the navigation bar, select the Accounts tab. Select the account for which you want to view the transaction history or associated financial records. The system opens the account details page. Refer to the image below

• How Can I View History in an Active Matter?

  Go to your MatterSuite Dashboard. Click on the Matters section. Select the Active Matters tab. Click on View History to see all activities and updates related to that matter.

• How do I view client details and linked matters?

  Steps: Click on the “Clients” tab on your dashboard. Select the client whose details you want to view. You’ll see client information, including contact details and case history. Scroll down to view linked matters and recent activity. You can click on ...

• How to link an event with Matter.

  Open the Calendar. Click Add Event (or select an existing event). Enter the event title, date, and description. Click Link to Matter. Choose the relevant matter from the list. Click Save to link the event and finish.

• How to add new matter in MatterSuite?

  Go to your MatterSuite Dashboard. Navigate to the Matters section. Click on the Add New Matter button. Enter all the required details such as client name, description, and case type. Click Save to successfully create your new matter. Refer to this ...