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Dynamic Filters

Within Suite, default filters are listed on the Filters tab for almost every module. The default filters for each module are those most commonly used. These filters can be edited to meet your company’s needs or new filters may be created.

Dynamic SQL macros created by Mitratech that can be used in the dynamic filters include the following:

SQL Macro

Product

Description

$TODAY$

All

Substitutes today’s date.

$MRU$

All

Substitutes the most recently used record(s).

$APPROVED$

eCounsel

Substitutes all invoices that have been approved.

$MYAPPROVALS$

eCounsel

Substitutes all invoices in the logged in user’s queue to be approved.

$MPLAYERS$

eCounsel

Substitutes all people/entities that have been assigned to a matter based on the insurance policy being viewed. This macros should only be used for the Insurance tab in the Matters module.

$ASSIGNEDPLAYER$

eCounsel

Substitutes all people/entities that have been assigned to a matter.

$ME$

All

Substitutes the events (tasks/appointments) to which the logged in user is an invitee.

$CURRENTUSERID$

All

Substitutes the user identifier for the logged in user.

$CURRENTUSERLOGIN$

All

Substitutes the login name for the logged in user (does not add quotation marks around login name).

$CURRENTUSERENTITYID$

All

Substitutes the person identifier for the logged in user (substitutes −1 if the user is not associated with a person record).

 

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