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    • JonahP1621
      JonahP1621 last edited by

      In a Contact view for an Inventor I see a button in the left panel called Inventor Matters (X) where X is the number of matters for which the contact is named as an inventor. Clicking the button brings up a Matters report filtered for all of those X matters.

      I would love it if there was an Attorney Matters (X) button in the Contact view for an Attorney.

      Similarly, a Paralegal Matters (X) button, a Law Firm Matters (X) button, and basically a <Role> Matters (X) button for each kind of Role that can be assigned to a contact.

      ChristianS9906 1 Reply Last reply Reply Quote 4
      • JonahP1621
        JonahP1621 last edited by

        A simple "Matters" button in a Contact view that shows all matters with which the contact is associated in any way would work great for me.

        1 Reply Last reply Reply Quote 0
        • ChristianS9906
          ChristianS9906 @JonahP1621 last edited by

          @jonah-soundhound-com Would it work to just have a "matters" button in the Contact details interface that will list all matters where that contact is listed in any capacity? Or is there a reason to have different buttons for different roles that they can be in for each matter?

          1 Reply Last reply Reply Quote 1
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