I know this is probably just a basic question but I can’t figure out how to search all matters by matter tag. We tag client matters by clients with several net worth categories across several matter categories with the same tag. How can I get a list of matters across matter categories with that tag? Do I have to search by each individual category? If so, how do get a list of all matters in a matter category that have that tag? Any help would be much appreciated!
Reply
Sign up for best practice advice, tips and to connect with your peers.
Already have an account? Login
Login or create an account
No account yet? Create an account
Login with your Smokeball account
Login with Smokeballor
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset or create your password.