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Viewing preferences and searchability

  • September 24, 2026
  • 3 replies
  • 26 views

It would be great if Messages, Memos and Tasks would appear in a chronological order when looking at the history of the file. We uses all of those features, yet if it is not included in the All Files, it is impossible to see a chronological history of the file in one place.  Definitely makes use of memos and messages less enticing and less easy to use. They are also not searchable and should be.

Often times a pull down menu is not alphabetized (ie running various reports) - understanding folks have different preferences, but there should always be an option for your preference to sort!

3 replies

  • Author
  • Contributor
  • September 24, 2026

My apologies, I believe I selected the wrong space to put this!


Sara Sultan
Smokeball Team
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  • Smokeball Team
  • September 28, 2026

Hi Cheri,

This was a fine place to post.  Thank you very much for your feedback. I have shared this with our product team. Many client suggestions are implemented while some are not. Development of a new feature may take some time to implement suggestions based on complexity.  

Keep an eye out here in the Community as well as on our New Releases section in our Support Hub for the latest updates.    

New Releases - US  

New Releases - UK  

New Releases - AU 


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  • Smokeball Genius
  • September 30, 2026

​@Cheri Bardin that would be useful. In the meantime you might use Archie with a prompt like the one below to create the chronology you want. I have only tested once today for myself. It worked well for me but caveat emptor. You will need to adjust contextual information and phrasing away from discovery to your use case.
 

[SYSTEM DIRECTIVE: CHRONOLOGICAL STATE TRACKING]

Primary Constraint: You are analyzing a rolling legal discovery file containing chronologically sequenced communications, requests, and document productions. You must prioritize the temporal sequence of these events over their volume.

1. The Temporal Override Rule: Do not weight all documents equally. Information flows linearly, and later communications explicitly supersede earlier ones. If an email from January states a document is "missing" or "refused," but a subsequent communication in March attaches or references the receipt of that document, the document is provided.

2. Required Reasoning Process: Before answering any queries about the existence, completeness, or status of discovery items, you must use your thinking/reasoning steps to construct a chronological ledger. For each major requested item, track its state evolution:

  • Requested (Date) -> Followed-up (Date) -> Produced/Deficient (Date) -> Final Status.

3. Output Grounding: If you conclude that a document has not been provided, you must explicitly verify that no subsequent communications in the provided context resolve the gap. When stating the status of any requested item, cite the date of the most recent communication governing that item.