In Lawcus, filtering matters by custom fields is a common and valuable feature. It allows users to organize and categorize matters based on specific criteria defined by custom fields. Users can also sort and view matters based on these custom criteria. This functionality helps users view matters based on particular parameters that are important to their practice.
Steps to add filter matter by custom fields
Navigate to
Matters
from the left side menu.Then click the
Filter
option and choose the desiredCustom Field
,Operator
&Search Options
.It will quickly filter the matters with the match value.
Note that you must create custom fields and apply them to matters to filter the desired matters on a later stage.