This will show you how to view the people on a matter.
Locate the Matter - Select the People Powerview
1. Locate the Matter. (If you are having issues finding matters watch Basic Navigation training Click here.
2. People Powerview
3. The powerview area where you can see the people and how they relate to the Matter
4. You can sort on any column.
You can search the people quickly - QuickSearch
1. Enter your search text in the QuickSearch
2. The results will appear at the bottom.
This is a text search. If you have entered and described the people consistantly you can quickly find many things
You can quickly view one type of People - QuickFilter
1. Click the code you want to see.
2. The list is filtered
In the example above, We clicked EXPE to see the experts in the Matter. The list will be sorted by Last Name, but you can change that sort by clicking the columns headers
Quickly Send an Email to People
Single click on the email address and an Outlook message will open addressed to the person with the Matter Ref as the Subject
Email opens in Outlook
1. Addressed to the person
2. Subject = Matter Ref
Note:
We can alter the subject line to accomodate your firm. Perhaps your client requires their number to be part of the subject.
The People record
1. You can update the Role (or add helpful information)
2. Add information to the Memo
See the Memo or open the People form
1. Hover over the Role to see the notes from the people
2. Single -Click on the Name to open the People Form