{"id":2673,"date":"2020-04-23T12:48:39","date_gmt":"2020-04-23T11:48:39","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=2673"},"modified":"2024-06-05T08:44:32","modified_gmt":"2024-06-05T07:44:32","slug":"smart-actions-matter-history-notes","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/smart-actions-matter-history-notes\/","title":{"rendered":"Smart Actions: Matter History Notes"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>Accounts Supervisors<\/strong>, <strong>Case Management Supervisors<\/strong> and <strong>System Supervisors<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">You can import text note entries into the matter history for numerous files at the same time using the Matter History Note function of Smart Actions. Use this guide as a reference on how to achieve this<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">This can save time where a large group of matters needs a note to be entered, for example to note that you have just chased for payment of an invoice.<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Manual entry<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Select \u2018Smart Actions\u2019 from the side bar and then click on \u2018Matter History Note\u2019.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"302\" height=\"235\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-382.png\" alt=\"\" class=\"wp-image-64853\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-382.png 302w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-382-300x233.png 300w\" sizes=\"auto, (max-width: 302px) 100vw, 302px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You now have two options. The first is to select \u2018New\u2019 and then enter the details of your Matter History note in the grid<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"869\" height=\"98\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-383.png\" alt=\"\" class=\"wp-image-64854\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-383.png 869w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-383-300x34.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-383-768x87.png 768w\" sizes=\"auto, (max-width: 869px) 100vw, 869px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Tick the rows to save, or tick the top box to select all and then select \u2018Save\u2019.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"861\" height=\"89\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-384.png\" alt=\"\" class=\"wp-image-64855\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-384.png 861w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-384-300x31.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-384-768x79.png 768w\" sizes=\"auto, (max-width: 861px) 100vw, 861px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Import CSV<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The second option is to click \u2018Download Template\u2019 and then select \u2018Open\u2019.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"817\" height=\"75\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-385.png\" alt=\"\" class=\"wp-image-64856\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-385.png 817w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-385-300x28.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-385-768x71.png 768w\" sizes=\"auto, (max-width: 817px) 100vw, 817px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Now enter the details in the spreadsheet and save the sheet in .csv format<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"535\" height=\"102\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-386.png\" alt=\"\" class=\"wp-image-64857\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-386.png 535w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-386-300x57.png 300w\" sizes=\"auto, (max-width: 535px) 100vw, 535px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In Osprey select Import CSV. Now locate the saved file and select \u2018Open\u2019. As with the previous method, you can tick the rows to save, or tick the top box to select all. Once finished, click \u2018Save\u2019.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>You can import matter history notes into several matters at once.<\/p>\n","protected":false},"author":5696,"featured_media":0,"template":"","categories":[167],"tags":[],"class_list":["post-2673","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-using-smart-actions"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Smart Actions: Matter History Notes in Osprey | Osprey Academy \u2013 Customer support and training centre<\/title>\n<meta name=\"description\" content=\"How to use Smart Actions to import text note entries into the matter history in Osprey. 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