3E MatterSphere – What Information is on a Client Record?
The Command Centre is where everything that a user is working on can be found. The Command Centre can be set to open at Login so it’s easy to see what needs to be done without having to locate each record individually.
The first screen that is usually displayed when Command Centre is opened is the Task Manager, your name should be displayed in the User Name field (or the name of the Fee Earner that you work for if logging on as a Secretary) and all tasks that are assigned to you will be displayed.
If you want to view a task, select it and choose one of the options from the Actions pane.
Unlike the other options in MatterSphere the number of records returned is not limited – all records will be displayed by default but the list can be filtered by selecting values from the drop down lists at the top of the screen.
If you want to assign a task to another user this can also be done by clicking the task to select it and then clicking the Assign icon at the top of the screen.
Select the department from the Assigned Team drop down, the Assign To list will now contain names of the people who work in that department. Once a task has been assigned to another user it will be removed from your list and displayed in their list of tasks.
If you need to change any details on the task, click the task to select it and click the Edit icon at the top of the screen. You will be able to change the Type of Task, Fee Earner, Description and Due Date.
If you want to view all Matters that you (or someone else is working on), click the Matter List tab. As mentioned above, all Matters for a particular person will be displayed but the list can be filtered by selecting options from the drop down lists at the top of the screen.
The Command Centre also contains details of all Referrers and Experts that a company uses. You will not be able to change any of these details in the Command Centre (this must be done by editing the Contact record) but you can view details by clicking the View Contact icon at the top of the screen.
Related posts
