Objectives
- Link a an existing person/ matter/ contract related to the person
Steps
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The Person tab is
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utilized to monitor individuals associated with a specific person.
To establish a connection with a person, you can easily search for their name and then click on the "Add Relation" button
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Persons related to the Person are present with their information in the Persons module.
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.
Matters tab is used to store matters related to the person.
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To relate the contract, you can simply write search for the contract name and then press on the Add Relation Button.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
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