This article outlines how to amend the search columns on the List & Find screen.


Fixed Columns


The majority of the columns on this screen are fixed and cannot be amended:


  • Case Code
  • Short Title
  • Case Status
  • Case Category
  • Case Country
  • Case Attorney/Fee Earner/User
  • Office

Optional Columns


There are 2 columns that can be added within your System Preferences. Please contact our Support team to add these to your List & Find screen:


  • Case Image
  • Case Subcategory


Varying Search Columns


The Options in the left hand menu of the List & Find allow users to amend the information used to find cases.


By default, the List & Find screen will display the 'Search by Client' option. It is possible to amend the default List & Find option by contacting our Support team.


Users can include certain search columns using the following options:


OptionSearch Columns Available
Search by Client
  • Client Name
  • Client Reference
Search by Associate
  • Associate Name
  • Associate Reference

Search by Applicant
  • Applicant Name
Search by Inventor
  • Inventor Name
Search by Who Pays the Bill (Billing Contact)
  • Who Pays the Bill
Search by Family
  • Family
Search by Goods/Class
  • Goods
  • Classes
Search by Formalities
  • Client Name
  • Formalities User
Search by Business Unit
  • Business Unit
  • Business Group


Note: These fields are often used by in-house subscribers.

Search by Old Code
  • Old Code
Search by Numbers
  • Priority Number
  • Filing Number
  • Pub/Adv Number
  • Grant/Reg Number
  • Nat/Reg Entry Number
  • Nat Reg Publication Number