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Excel has always coped really well with sorting data and has been the preferred choice for a number of people but sometimes you may need to present the data differently and Word might be the best option. Data in Word can still be sorted, especially if it’s been entered in a table. To sort the…
An enhanced search does not use the Client Search Keys to find a match but instead performs a wildcard search. By entering only a small portion of the client’s name into the Client name field the system will search for any client names that contain those characters. For example, if you enter ‘yth’ in the…
A standard MatterSphere search is performed using Client Search Keys, these fields are automatically generated by the system when a new Client is created and will usually contain the Client’s forename and surname but can also contain additional ‘known as’ names e.g. if a Client is called Elizabeth but uses Lizzy – this name could…
Any screen in MatterSphere that contains a Client search option now contains a Fuzzy search tick box. A fuzzy search carries out a search for similar sounding names using the letters in the name you entered in the client name field, a useful feature when you don’t know how to spell a name. For example,…
There are a number of ways to select cells, rows and columns in Excel – these are explained in more detail in the following table: To Select Use A single cell Click the cell or use the arrow keys to move to the cell A range of cells Click the first cell in the range…
Editing letters Most MatterSphere templates have merge fields built into them that are used to display data recorded in the system. If you create a letter and notice that the address needs changing you should not change this information in the letter, although you can successfully make the changes when you print the letter the…
On the Documents tab at Matter level you can filter the document list to show only those documents that have been received (or sent). The Inward icon will filter the Document list to show only those documents that have been received. The Outward icon will filter the Document list to show only those documents that have been sent. The In/Out icon…
Alerts are a useful way of notifying colleagues about important information relating to Clients or Matters. Client Alerts Alerts at Client level are added on the Search/ Marketing tab. Click the Client Information icon on the Matter Centre toolbar and search for the Client. Click the Search/ Marketing tab. To create an Alert at Client…
If you use drawing objects in Word or PowerPoint and draw lines it may look like the line is straight on screen but when you print the document you’ll realise that it isn’t straight at all. Try holding the SHIFT key down whilst dragging to draw the line and it will be perfectly straight.
Have you ever typed something in Word and realised it’s all in CAPITALS. If you’ve done this you’ll be relieved to know that you can undo it without having to type all your text in again. Select the text that’s in the wrong case and press SHIFT+F3 on your keyboard. Each time you press SHIFT+F3…