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Company setup

Create or Modify Geographic Regions

A geographic region represents a group of countries, such as Europe or Asia. Tracker provides several default geographic regions, and you can also create custom regions. Geographic regions appear alphabetically in many selection lists in Tracker, such as for the
Country
 field in matter profiles and invoices.
Individual users can also designate a region as a priority, and it will appear at the top of their country/region lists.
Geographic regions are useful in several situations. For example:
  • If you are creating multiple trademark registration matters, you might want one trademark matter to cover all trademark registrations for a region such as Asia or Europe.
  • Some legal projects are not specific to a country, but instead are specific to a region (for example, privacy research for Europe).
Geographic regions in reports are treated just like countries. For example, if you group a spending report by country, any matter that a geographic region has been assigned to will be displayed in the report.
If you do not see the ability to configure geographic regions, contact your Client Success Manager or Tracker Support to have geographic regions enabled for your company's database.
Add a region to the list
  1. Click
    Settings
     in the left navigation.
  2. Under
    Matters Setup
    , click
    Geographic Regions
    .
  3. On the top toolbar, click
    New value
    .
  4. In the
    Name
    box, enter a name for the new region.
  5. On the top toolbar, click
    Save & Close
    .
Add multiple regions to the list
  1. Click
    Settings
     in the left navigation.
  2. Under
    Matters Setup
    , click
    Geographic Regions
    .
  3. On the top toolbar, click New multiple values.
  4. Enter a name for each new region on a separate line.
    Example
    The following list is acceptable:
    • Africa
    • Asia
    • EMEA
    But this list will be rejected: Africa, Asia, EMEA
  5. On the top toolbar, click
    Save & Close
    .
Add a country to a region
  1. Click
    Settings
     in the left navigation.
  2. Under
    Matters Setup
    , click
    Geographic Regions
    .
  3. On the top toolbar, click
    Configure regions
    .
  4. Next to each country, select the applicable region in the drop-down menu.
  5. On the top toolbar, click
    Save & Close
    .
Edit a region name
  1. Click
    Settings
     in the left navigation.
  2. Under
    Matters Setup
    , click
    Geographic Regions
    .
  3. Click on the hyperlink for the region you want to edit.
  4. In the Name box, type a new region name.
  5. On the top toolbar, click
    Save & close
    .
note
If you edit a region, it will automatically change the name in the fields that have that region selected.
Deactivate a region name
  1. Click
    Settings
     in the left navigation.
  2. Under
    Matters Setup
    , click
    Geographic Regions
    .
  3. Click the hyperlink for the region you want to deactivate.
  4. Clear the
    Active
     check box.
  5. On the top toolbar, click
    Save & Close
    .
note
If you deactivate a region from the list, it will not automatically cause any selected regions in matters to be blank. To change the region in any existing fields, you will have to edit the individual fields.

This article applies to:

  • Product: Legal Tracker
  • Audiences: Company