Manage Matters

How To Create And Manage Your Matters In ZenCase

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17 articles in this collection
Written by Christine Clark

Matter Based Security

How To Restrict Access To A Specific Matter With Security Permissions
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Written by Christine Clark
Updated over a week ago

View Matters And Save Custom Filters

How To View Matters And Save Custom Filters In ZenCase
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Written by Christine Clark
Updated over a week ago

Find A Matter In ZenCase

How To Find A Matter By Search Or Filtering In ZenCase
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Written by Christine Clark
Updated over a week ago

Edit A Matter In ZenCase

How To Edit A Specific Matter In ZenCase
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Written by Christine Clark
Updated over a week ago

Create A Matter In ZenCase

How To Create Matters In ZenCase
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Written by Christine Clark
Updated over a week ago

Add A Task For A Matter

How To Add A Task For A Matter In ZenCase
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Written by Christine Clark
Updated over a week ago

Add A Memo For A Matter

How To Add A Memo For A Matter In ZenCase
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Written by Christine Clark
Updated over a week ago

Add Custom Records To A Matter

How To Add, Pin, And UnPin Custom Records To A Matter
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Written by Christine Clark
Updated over a week ago

Add Custom Information For A Matter

How To Add Custom Information For A Matter In ZenCase
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Written by Christine Clark
Updated over a week ago

Add A Document For A Matter

How To Add A Document For A Matter In ZenCase
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Written by Christine Clark
Updated over a week ago

Add A Connection For A Matter

How To Add A Connection For A Matter In ZenCase
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Written by Christine Clark
Updated over a week ago

Add A Charge For A Matter

How To Add A Charge For A Matter In ZenCase
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Written by Christine Clark
Updated over a week ago

View A Matter Ledger And Matter Balance

How To View A Matter Ledger And Matter Balance In ZenCase
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Written by Christine Clark
Updated over a week ago

Add A Role Or Rate Assignment For A Matter

How To Add A Role Or Rate Assignment For A Matter In ZenCase
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Written by Christine Clark
Updated over a week ago

Add An Event For A Matter

How To Add An Event For A Matter In ZenCase
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Written by Christine Clark
Updated over a week ago

Add A Trust Transaction For A Matter

How To Add A Trust Transaction For A Matter In ZenCase
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Written by Christine Clark
Updated over a week ago

View History Audits For A Matter

How To View History Audits For A Matter In ZenCase
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Written by Christine Clark
Updated over a week ago