Searching Matter List

Overview

This tutorial will walk through the steps to search for matters in TrustBooks.

Steps

1. Start on the Dashboard Page.

2.1 Enter Matter Info in the Search field on Dashboard, then click Search.

OR

2.2 On the Dashboard Page, select Matters.

2. On the Matters drop-down menu, click the View Matter List.

All active matters are displayed in Matter List page.

 3. Click on the Search BAR, and enter the information you wish to search by.

3. You can sort your Matter List by clicking the arrow in the column you would like to sort.

Note: TrustBooks automatically sorts Matter List by Client Name.