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!
Userlevel 7
+1
- Community Manager
- 360 replies
-
11 April 2024
Hello
The best way to get metrics on what matters have which tags is by using the Matter - Full List Report. You will want to make sure to change the Date Opened From to much earlier to catch all matters.
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