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
LexWorkplace Product Team
under review
R
Rusty Welch
Any update on this?