Includes three staff-related filters to narrow down matters based on the roles of selected staff members:

• Inc. Inactive Staff: Provides an option to include or exclude Inactive Staff Members from the the Staff list for selection. 

NOTE:

A staff member is considered Inactive if their Current Staff Member option is togged off under the Access & Permissions in the Staff Details window (Menu > Settings > Application Settings > Firm > Staff > Members).

• Staff Type: Filters results to include only matters where the selected staff member(s) are assigned to one of the following roles:
  • Staff Responsible
  • Staff Acting
  • Credit

• Staff: Provides a list of staff members to select from, dynamically updated based on the 'Include Inactive Staff' setting. 

The results can be grouped based on one of the following criteria:

• None: No grouping is applied; results are displayed in their default order.
• Client: Groups results by client.
• Credit: Groups results by the assigned 'Credit' staff member.
• Staff Acting: Groups results by the 'Person Acting' on the matter.
• Staff Responsible: Groups results by the 'Person Responsible' the matter.
• Start Date: Groups results by the appointment's start date.