How to set categories/sub-categories to your persons to search more easily?

Objectives

• Set categories/sub-categories to persons

Steps

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

• 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 categories/ Sub-Categories to your persons, you will be able to search easier.

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

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

For more information about App4Legal, kindly reach out to us at help@app4legal.com.

Thank you!