Updates to the Matter List 'Edit Columns' filters

New Filter added to Matters List

The Regulators/Agencies option has been added to the Edit Columns list!

Xakia users have the capability to add regulators Under the Entity/Party field on the core matter form to record Regulators (aka. Agencies) on the matters. The new filter option for 'Regulators/Agencies' has been added to the Edit Columns list and is now searchable. This new filter enhances the search by enabling users to quickly find matters by the regulator and/or agency.

Learn more about adding regulators here. 

For more information on managing matters and Matter List configuration, click here to check out our articles with step-by-step instructions. 

If you require more information or support, please click the ? in the top navigation bar of your Xakia platform, or email support@xakiatech.com.