You’re getting the Smokeball basic and essential features under your belt and are well on your way to becoming a power user. Congrats!
To give you an extra boost, our training experts compiled a list of pro-tips they like to call “right click is magic.” These right-click shortcuts open up additional Smokeball functionality and help you navigate faster.
Right click in Smokeball…
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To link to a task.
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To see deleted items. You can do this in calendar, documents, or tasks.
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To show former staff in the calendar tab or in the drop-down boxes to select staff.
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To add another contact type on a matter for multiple plaintiffs, defendants, etc.
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On matter list display to show the client’s full name.
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On any file in your matter to create a PDF or a multiple file PDF. The latter allows you to add a cover page, TOC, bates stamping, pagination, and more.
