EXCLUDE

WHICH CONTAIN

Appointments; Incoming phone calls; Received mails

"Mum"

EDIT

WHEN ONE OF THESE EVENTS

CONTAINS

ASSOCIATE IT WITH THESE FIELDS

Nickname

1001. Matter reference

1154. Client name

Appointments

Incoming phone calls

Received emails

3242. Segment

4323. Task

"Precedents research and case doc..."

"Tikit"

"Carpe Diem"

EDIT

CLIENT (Optional)

NICKNAME (Optional)

SEGMENT (Optional)

TASK (Optional)

NARRATIVE

...

...

...

...

CANCEL

DELETE

SAVE

GLOSSARY

MATTER (Optional)

...

Appointments

Received emails

Sent emails (Collector disabled)

Incoming phone calls

Outgoing phone calls

WHEN ONE OF THESE EVENTS

CONTAINS

ASSOCIATE IT WITH THESE FIELDS

New association rule

CANCEL

DELETE

SAVE

Appointments

Received emails

Sent emails (Collector disabled)

Incoming phone calls

Outgoing phone calls

EXCLUDE

WHICH CONTAIN

New exclusion rule

CLIENT (Optional)

NICKNAME (Optional)

SEGMENT (Optional)

TASK (Optional)

NARRATIVE

...

...

...

...

CANCEL

DELETE

SAVE

GLOSSARY

MATTER (Optional)

...

Appointments

Received emails

Sent emails (Collector disabled)

Incoming phone calls

Outgoing phone calls

WHEN

CONTAIN

+ ADD ANOTHER VALUE

OR

ASSOCIATE WITH

Edit association rule