Quick Tip: Matter Manager Custom Activity List

August 2022    Tags: PM Matter Manager, PracticeMaster

Did you know that you can create a Custom Activity List in PracticeMaster Matter Manager that shows the record types you want to see? For example, you could create a Custom Activity List that shows only Document, Research, and Timer records for any selected matter. Once created, custom activity lists can be viewed in Tabs3 Connect as well.

To create a custom activity list

1. In the Quick Launch, search for and select “Matter Manager.”
2. From the Quick Clicks pane, in the Customize Current View group, select Custom Activity List.
3. Click the Add button.
   1. Enter a Name for the Activity List.
   2. In the Include Record Types section, select the desired check boxes.
   3. Click OK.
4. Click Close.

Now, when you select the new Custom Activity List, you will see only those records types selected for this list.