Objectives

• Set categories/sub-categories to persons to search easily

Steps

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

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• Category: is  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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Once you've assigned After setting categories/ Subsub-Categories categories to your contacts, you will be able to search easier.persons, searching becomes more streamlined.

Use the Advanced From the advanced search option on the contacts Person grid , you can to filter down the results of the grid based on the associated categories/Sub-categories  related to the contactssub-categories.

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

For more information about App4LegalLEXZUR, kindly reach out to us at help@app4legalhelp@lexzur.com.

Thank you!