If you are on TBP Release 38 onwards and can't see Client / Matter colors associated with your Matters, the first check should be to ensure your matters are permanent members of your Current Matter List (CML).
This is how a Client / Matter inherits a color; by becoming a permanent member of the CML.
Follow the steps below to solve your issue:
If you have Client / Matters in your CML already
- Hover over the Client / Matter in your list and you'll notice either a
or a
- The
means it is temporary and needs to be added as a permanent member
- The
means it is already permanent
- If you see the plus, click on it and you should see the Matter inherit a color.
If you see the and it doesn't have a color, try removing and then re-adding, and if it still doesn't have a color, please reach out to support@timebyping.com and we can help you out further.
Please note: If you have created a Temporary Matter then this will always be gray and not inherit a color.
For more information, please read our Client / Matter Colors: Identify Clients & Matters Easily article to find out more about how the feature works.
You can also reference our Current Matter List: Make Every Day Easier to see how the CML works.