You can add searchable keywords or tags to assist in searching through Matters
If you have a Matter
with a similar name, or you want to be able to search for specific keywords that are not in the Matter
name then you will want to use them.
Matters and CRM Leads
Matters do not have a specific "tag' field but you can add a keyword when creating a New Matter
, or under the Options
tab in the details of an existing Matter
. Enter the tag in the Description
field. Anything within the Description
is searchable from the Matter list.
can be entered on the contact level and be used under the filters when doing an advanced search on the contact page.
Searchable keywords can be added under the Notes
for a Contact.
Tag words can be used as search categories.