Correct use of the research system for a Matter gives you and extremely powerful tool in your preparation and analysis. Correctly logging and categorizing your facts, issues, notes, discovery and other points of information gives you the ability to use the AdvologixPM Reports system to generate powerful analysis reports on chronologies, facts, evidence and other important metrics.
From the Matter Detail Page
Hover Over the Research Related List Link
When you hover over a related list link it brings up a hover window, where you can choose to either add New Research or a New Issue & Research:
- New Research opens a Research Creation record that automatically relates to the current Matter.
- New Issue & Research opens a Research Creation record that is NOT associated to the Matter you started at, but allows you to choose another Matter.