Objectives:
- Allow to show Filter List of Matters/Contracts/Contacts upon navigating to the grid.
Steps:
The Advanced Menu Item feature enables you to display your saved filters for grids such as Corporate Matters, Litigation Cases, Contracts, Companies, or Persons as a dropdown in the main navigation menu. This allows quick and direct access to specific lists right from the menu.
To enable this feature, go to System Settings → System Preferences → Setup & Configuration.
Navigate to the System Values tab, and set "Show Advanced Menu Items" to "Yes."
Once enabled, you’ll be able to choose your filters directly by hovering over the module in the navigation menu.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!
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