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 email@example.com.