Objectives
- Create a Filter
- Share it with others
- Manage Filters
Steps
Creating a Filter:
1. Open the grid where you want to apply a filter (e.g., Companies, Matters, Contracts, Invoices, etc.).
2. Use the Filters tab or Advanced Search option (depending on the page) to search for the specific data you need.
3. Once you've set your criteria, save the filter.
Give it a name so that you can easily find it later on from the drop down list.
Sharing Filters with Others:
Upon saving a filter you can choose to share the filter with specific users, teams, or groups, or keep it private for your own use.
Managing Filters:
1. To manage your saved filters, click Manage Filters. (Or under Tools Button)
2. Select the filter you want to edit.
3. You can modify the name, visibility (private or shared), update the search criteria, or delete the filter entirely.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!
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