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:
- Go to the Matter List and select "Preview Custom Matterscapes"
- Select "Create New View"
- Select the fields you want to make visible. This includes both Standard and Custom Fields. Then choose the option you wish to Sort By.
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 in that view, you will be able to pull up matters based on the Custom Fields.
6. Lastly, you will also have the ability to set your newly created Matterscape as your default view
How Do I Create Custom Fields?
Custom fields can be created from the Custom Fields tab of Firm Settings. To add new fields click the plus button on the black action bar and select which section you’d like to create the field(s) for. Custom Matter Fields can be created for all ...
How Do I Have Custom Fields Show in Every Matter?
If you would like custom fields to show in every Matter regardless of Practice Area, you must add them to the All Practice Area option. Simply go to Firm Settings Custom Fields Here you can select All Practice Areas option from the dropdown list.
How Do I Create a New Matter?
Setting up a new Matter can be done in two ways: They can be quickly added from any section of Zola Suite through the Quick Add menu From the Matter section of Zola Suite by clicking on the “+" on the right-hand side of the Matters' menu. In the New ...
When Should I Use Custom Fields?
Custom Fields can be created for any Matter or Contact information you would like readily available. Custom Matter Fields will show in the top right-hand portion of the Matter page so you can see the information at a glance. Custom Contact Fields ...
How do I use Document Automation?
Document Automation will allow you to create Document Templates in Microsoft Word with Merge Fields for matter specific information. For every Matter, you will be able to generate a Document and fill in the matching information with a few clicks. If ...
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