Outlook Admin - Search or Navigate by Client
planned
E
Erik B.
In the Outlook Add-In, the ability to see, search or navigate by Clients (not just Matters) when saving an email to a matter. Possible ways to do this include:
* Show the associated Client with/next to each Matter in the Matter List
* An optional view where users can browse clients, then drill down to matters for that client
* The ability to enter a Client name or ID, and have matters for that client appear
ORIGINAL CUSTOMER FR ---
Our firm has a number of matters that have very similar names (such as "General Matter" or "Contract Dispute"). Being able to search for a folder by client, not just by matter, when saving an email from the Outlook plugin would be very helpful.
LexWorkplace Product Team
planned
LexWorkplace Product Team
Merged in a post:
outlook add-in search
R
Rusty Welch
Can you add the clients to the show open, closed, my, all? It currently only shows matters.
LexWorkplace Product Team
under review
R
Rusty Welch
Any update on this?