How do I create Custom Matterscapes?

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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:
  1. Navigate to your your list of Matters, then click your View to the left of the Search bar and select Create New View ... from the drop-down menu.



  2. Select the checkboxes beside the Standard and Custom fields you want to make visible. Then choose the option you wish to Sort By from the drop-down list.



  3. 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, click Save.

  4. Once in that view, you will be able to pull up Matters based on the Custom Fields.

  5. Lastly, you will also have the ability to set your newly created Matterscape as your Default view by clicking Set Matterscape as Default.




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