Ignore Synchronized Practice Panther Matters


This tutorial will walk you through the steps to ignore PracticePanther matters so they do not synchronize into TrustBooks. You would do this if you have matters in PracticePanther that you do not want to import into TrustBooks.


1. Start on the Dashboard Page.

2. Click the Import PracticePanther Clients and Matters link under the Clients & Matters section.

Note: TrustBooks synchronizes all PracticePanther transactions once an hour. If you do not see any matters please check back in one hour.

3. Select the box next to the client and matters you want to ignore.

Note: By default the "Import PracticePanther Client and Matters" screen only shows open clients. To also see closed clients click on the "Show Closed Client" button.

4. Click the "Ignore Selected Clients" button.