The extended properties are displayed in the main view as well as the metadata selection or Browse and Select dialog boxes.

Main View

1. Start and sign in to the Records Manager desktop client application.

2. On the View menu, select Customize view.

3. In the Customize View dialog, select the Matter component.
   All the properties selected under Views Designer for the Matter component are displayed in the Available fields list.

4. Select the Fiscal Year, Managing Partner, Primary Practice, and Sub Practice fields and then select Add to move the fields to the Selected fields list.

5. To make these fields available for the Browse and Select dialogs also, select the Criteria look up check box, select the same fields, and then select Add.

6. Select OK.
   The main view for the Matter component displays all the selected extended properties as column names.

Browse and Select View

1. On the Search menu, select File Parts.

2. In the Search File Parts form, select the browse   icon next to the Matter field.
   The Browse and Select dialog for the Matter component displays all the selected extended properties as column names.