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List Matter by Status

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The List Matter by Status hyperlink in the Morning Report sidebar allows users to view a list of matters organized by status.

The list automatically defaults to Active (Open) Matter records.

  • Use the drop-down menu at the top of the list and click List Records to view additional statuses.
  • Use the switch below the drop-down list to filter between open, closed, or both. Click List Records when changing between filter options to refresh the matter list.

Select a Status

 

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