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CommunityCan I create categories for matters - we have pro-bono matters which fall into categories which need to be set upon opening a matter - does this exist? Needed mainly for monthly reporting.

Can I create categories for matters - we have pro-bono matters which fall into categories which need to be set upon opening a matter - does this exist? Needed mainly for monthly reporting.

John Dunn likes this.
  • Hi @Dora Rousopoulos (Customer)​,

     

    Thank you for posting on LEAP Community Discussions.

     

    Unfortunately there is no feature for creating categories for matters at this time.

     

    We appreciate all feedback and ideas shared from our community, I would suggest posting this and any other feedback to our Ideas Hub under Feedback and Ideas (or you can access the direct link by clicking here) for greater discussion and consideration amongst other members of the community as well as our Product team.

     

    Let us know if you require further assistance.

     

    Best regards,

     

    Alex

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    Selected as Best
  • Hi @Dora Rousopoulos (Customer)​,

     

    Thank you for posting on LEAP Community Discussions.

     

    Unfortunately there is no feature for creating categories for matters at this time.

     

    We appreciate all feedback and ideas shared from our community, I would suggest posting this and any other feedback to our Ideas Hub under Feedback and Ideas (or you can access the direct link by clicking here) for greater discussion and consideration amongst other members of the community as well as our Product team.

     

    Let us know if you require further assistance.

     

    Best regards,

     

    Alex

    Expand Post
    Selected as Best

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Can I create categories for matters - we have pro-bono matters which fall into categories which need to be set upon opening a matter - does this exist? Needed mainly for monthly reporting.