This article will detail how you can use your Matter Homepage. Your Matter Homepage is where you can interact with all of your matters saved within Centerbase.
- To do a basic search for a matter by name, type your criteria in the Enter Your Search Here box and click search.
- This search box will automatically perform a "starts with" search. In order to perform a "contains" search, place an asterisk in front of what you're searching for. For instance, to find Joe Smith, you could simply type "*Smith."
- For advanced searches, click on Advanced Search, which will display beside the Query builder. For more information on building queries, read out Building Queries article.
- You can also choose from a list of saved queries by clicking the Select a Query drop-down. Once you select a query, you can make it your default for every time you click on the Matter Homepage by clicking Make Default.
You can customize your grid to display the information that's relevant to your practice. To learn more about doing so, please reference Customizing Columns on Record List.
Mass Updating Records
You can update a field on multiple records by using the mass update feature in Centerbase. This is commonly used to update a field such as Responsible Attorney on multiple matters at once. To learn more about doing so, please reference Mass Updating Records.
Exporting to Excel
You can export your matter listing to Excel. To do so, click on the Download to Excel button located in the top right corner of your matter grid. If a download does not begin, make sure you are not blocking downloads in your browser. To download as CSV, select the arrow next to the Download to Excel button and Select Download to CSV.