We’ve upgraded the Parties tab to keep your party master clean, organized, and easy to navigate. Here are the latest additions:
- Party aliases : Add alternative names, acronyms, or secondary trade names to a party profile. When Zefort AI detects an alias in a new contract, it automatically links it back to the main party name, helping you reduce duplicate entries.
- Advanced filters : Narrow down your party master list with ease. In addition to standard text search, you can now filter your view by specific criteria like party name, party ID, number of contracts, or any of your custom party metadata fields.
Read the detailed instructions in our party management support article.
Head over to the Parties tab in your left-hand menu to try out these new tools!
