Objectives

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

Steps

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

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• Category: is the relation between the 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 person ex: Internal Client.

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

After setting Once you've assigned categories/ Subsub-Categories categories to your persons, you will be able to search easiersearching becomes more streamlined.

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

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 LEXZUR, kindly reach out to us at help@lexzur.com.

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