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Objectives:

  • Allow to show Filter List of Matters and Cases /Contracts/Contacts upon navigating to the grid.

Steps:

The Advanced Menu Item feature allows enables you to display the list of filters you've created for Matter or Litigation Cases grids your saved filters for grids such as Corporate Matters, Litigation Cases, Contracts, Companies, or Persons as a dropdown in the main navigation menu, enabling you to quickly access the specific list of matters you need directly . This allows quick and direct access to specific lists right from the menu selection.


Example of Matter Advanced Menu ItemsImage Modified          Example of Contracts Advanced Menu ItemsImage Added


To enable this feature, go to System Settings → System Preferences → Setup & Configuration.

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Once enabled, you’ll be able to choose your filters directly by hovering over the Corporate Matters or Litigation Cases option module in the navigation menu.



For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

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