Objectives

• Set categories/sub-categories to persons

Steps

You can set Categories and Subcategories to your contacts persons in the add contact New Person page.

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• Category: is  the relation between the contact person and the law firm/Legal department , a standard list of values including Client , Opponent, Partner and so on 
• Sub-Category is a customizable list of values, to further define the relation with this contact person ex: Internal Client.

You can also set the Categories and Subcategories to your contacts persons in the edit contact person page.

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After setting categories/ Sub-Categories to your contactspersons, you will be able to search easier.

From the advanced search option on the contacts Persons grid , you can filter down the results of the grid based on the categories /Sub-categories  related to the contactspersons.

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You can save the filter, give the filter a name and it will appear on the list of Quick filters.

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