How do I run various types of lists from within Fast Company? For example, how do I find out what companies are assigned to a specific lawyer in our firm?

This can be completed by running a list. In an open record, select “Fast Company Records” and then “List” from the drop down options. You may either select a prepared list or create a new one by clicking “New”. Drag and drop any underlined item in any of the Tabs into the “List Format Specifications” box. You can save a list by clicking on and giving it a unique name.

You can run a list of the files for a specific lawyer only, by double clicking on the filter field below the “Solicitor’s Initials” field and entering the initials for the specific lawyer in question.