Hi Kenny, Thanks for your question! Staff tagging in the main Smokeball screen is to allow multiple staff to be tagged on any given matter, not just the person responsible or person assisting. This way more than just two staff members can be associated with a matter. It also allows you to then filter your matter list by staff member, so you can see at a glance who has what files in their care.
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Yes, you can create custom tags for matters to classify, identify or group together various matters.
You can right click on a matter and choose 'Change Tag' which will enable you to select an existing tag or setup new tags.
To setup tags simply type the simple description you want to display and choose a colour. You will then be able to select this tag on any matter of the same matter type.
It will display the tag colour in a column in the matter list and will display the tag name when you hover over it. You can also... (More)
There sure is! If you click on the "New Matter" symbol on the Smokeball tab in your main window you will then be directed to the "Create a matter" screen. You can then select "Matter Templates" and from there you can click on "Create Matter Template" on the right hand side. Give the template a name, and choose the category (in this case, Conveyancing) and then it will open a screen that looks like your matter screens. You could add your client's information to the relevant card. You could select property details and enter all the relevant information you need,... (More)