Matters

How to view a full list of matter types 

From the top menu bar, select the tools and settings icon (the grey cog);

Open

Select appliance settings;

Open

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.