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How to view a full list of matter types 

From the top menu bar, select the settings icon to the top right of page;

Select appliance settings;

Click manage matter types;

Wise Owl will create a list of all matter types available for your firm. 


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'. Once the list has been created you can manually click on the matter type you want 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.

 

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