Customizing Client Matter Inquiry Results

You can customize the results screens within Client/Matter Inquiry by showing only specific columns, grouping, filtering and sorting columns.

Choosing Columns

1. Right Click anywhere on the Column titles.
2. Select Column Chooser.
3. Add or Remove the columns you would like to see. You can also move the columns up or down.
4. Click Save.
   

Grouping Columns

Grouping by a Column is easy, drag and drop a Column to the top of the grid.

Auto Filter Columns

1. In the Column Title click on the funnel icon.
   
   
2. Choose your filter options from the list.

To remove the filter, click the X at the bottom of the grid.

Sorting Columns

To sort a column, click the column heading. An arrow will appear to let you know the current sort.