How to view a full list of matter types
From the top menu bar, select the tools and settings icon (the grey cog);
Select appliance settings;
Click manage matter types;
Wise Owl will create a list of all matter types available for your firm.
New matters can be added by selecting the new matter type button.
How to make a favourite matter type
Creating a favourite matter will ensure that your most used matter types are brought to the top of the drop down list when creating a new matter.
Follow the steps outlined above on 'How to view a full list of matter types'. From the matter type list select the matter you wish to favourite.
Change the sort order to -1000 and save.
When creating a new matter, using the down arrow on the matter type will create the drop down menu with your favourite matters starred to the top of the list.
