How do I Create Custom Mattescapes?

How do I Create Custom Matterscapes?

Matterscapes gives you a custom view of all your matter records by whichever matter or custom field you would like to filter by and or add to view in the columns.

To create a Custom Matterscape:
  1. Go to the Matter List and select "Preview Custom Matterscapes"

  2. Select "Create New View"

  3. Select the fields you want to make visible. This includes Custom Fields. 

4. On the right-hand side under "Your Columns," you will be able to drag and drop the fields into the specific order in which you would like them to appear.

5. Once you have created your view, you can then choose to sort by specific fields in ascending or descending order. 

6. Your custom view can also be shared with others in the firm for them to use. 

7. Lastly, you will also have the ability to set your newly created Matterscape as your default view

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