Orion provides a simple way to set up a list of your favorite Matters.

Go to Fee Entry and put your cursor in the Client-Matter field. Click on the Look-Up Button next to the Client-Matter Number field or hit F8.

Once the Look-Up window appears, highlight/select the Client-Matter that you want to make your favorite, right click and choose Create/Edit Nickname. Type in a short name that you can use to remember the case and click OK. The Nickname will be displayed in the Nickname column in the Look-Up.

Exit the Client-Matter Look-Up. Next time you go into the Look-Up to find Matters, choose My Matter List Only from the drop down in the filter window.  The My Matters List Only view will always display only those Client-Matters that have been tagged with a Nickname. This Nickname is personal to the particular User and not a firm-wide setting. Different Users can have different Nicknames set up for the same cases.

To remove a Matter from the My Matter List Only view, simply right click on the Matter and choose Delete Nickname.

Note that you may have to exit out of the Look-Up to see the change take effect.