The conveyancing application includes a range of 'List Views' to help you manage your conveyancing matters and the parties involved.
Under the Matter Menu
|All Conveyancing Matters||This matter view will show all conveyancing matters no matter of the current step or matter status|
|All Conditions||This matter will show all active conveyancing matters however the columns shown will be focused on seeing all the conditions dates|
|All upcoming Settlements||This view will show all the active conveyancing matters but always each firm to use the FILTER function to just show the settlements that have a date in the next x days ie next 7 days.|
This list does not include the filter when installed so your administrator will need to save the default x days filter on this view for you.
Under the Contact menu
On the contacts menu you will find a range of List views that show all the contacts of the relevant type ie List of all agents, or List of Brokers etc.