Matters View - Description

[jwbacher]

First, this is a GREAT program. I am a convert from Time Matters (after years of using it on the defense side) and now trying to use this on the plaintiff side.

On the Matter view, List View, there is a column called "Description." How do I get to that section to add information to it? Also, can I change the name of description to something different, like Date of Accident, or add another column next to it?

Thanks in advance for the assistance.

James

[frank]

James,

To add a column to a list click the gear in the upper right hand corner. While holding the command/control key select the column in the order you would like them to appear in the list. Click apply.

To add a custom column to a form you must do it from the organization manager. Here are the docs.

http://HoudiniESQ.com/docs/1.5

[LisaBercheck]

James,

I think Frank didn't understand the question. Did you mean how to change a label on the Matter form?

[Tommy]

Double click the Matter item. You can then edit the Matter description.

legal case management