Using Filters on Matters Page

Users can use filters to search matters and export a list of all matters whether open, closed or archived, or a particular category of matters and even matters created within a certain timeframe.

      1. Click Matters in the left pane 

       All open matters will show by default

      2.  Set your preferred search criteria, e.g. particular category, matter stages, matter owner, status, office location

      

      3. To search a particular date range, select Advanced Search and a pop-up window will appear where you can set your preferred date range

      

   

        4. Click on Apply to set your chosen selection.

        5. If you wish to export your selection, click on Export.

       

           

Filtering Matters by Custom fields

     1. Click Matters in the left pane 

     All open matters will show by default

     2.  Set your preferred search criteria, e.g. particular category, matter stages, matter owner, status, office location

   

       3. Select Advanced Search and a pop-up window will appear where you can select a custom field by which you wish to filter matters. Select the value that is populated in that custom field on matters to view all matters that have this value entered.

      

      

    4.       Click on Apply to view your chosen selection of matters.

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