Some users may wish to add a specific matter number to their rooms, so that their calls are immediately attached to the correct matter number. This not only provides confirmation that calls have taken place, but also allows your organisation to view how much they are spending on a particular case. To add matter numbers to rooms, you must access the portal via the login button on www.speakservecloud.com.
You will be taken to the following page, where you can login with your account details.
Simply select ‘Rooms’ from the main navigation menu.
This will open the room manager page within the portal.
You can use the smart search bar to search by room name, type or matter number (when enabled). Once you have found the room you wish to edit, you can edit the room by selecting edit (pencil icon).
This will then open your room details screen where you can make changes and attach your matter number.
From here you can:
- Search for a matter number by the nickname, number or description, or add a new matter number
- Select matter number
- You also have the option to remove or change the matter number
- Click save changes to save your edits
Your matter number will now be added to your LiveView, post call emails and billing statements. The matter number will not be shown on any invites to your call as this field stays hidden from your participants.
If you have any further questions or queries, please don’t hesitate to contact our support team who are very happy to help.
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