PracticeMaster Q&A: Custom Activity List

December 2019    Tags: ,

Is there any way I can narrow down the journal records shown in Matter Manager to just Note type records?

There are a couple of ways to accomplish this. When selecting Journal in the Record Type Selector, simply clear each check box except for Note. Alternatively, a custom activity list can be created with only the type(s) of records you want to see. Once created, you can access the custom activity list via the Record Type Selector.

To create a custom activity list

  1. From the File menu, 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 Note.
    3. Click OK.
  4. Click Close.
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