Using the Global Search
The global search bar at the top of the page allows you to access your information with a single click from any part of the system. Global Search empowers users to explore textual fields within resources like name, title, and description. The search yields results from the following categories based on the entered keywords:
- Matter
- Client
- Timecard
- Expense Card
- Invoice
- Matter Notes
- Event
- Task
Using the Global Search
The global search is a robust feature. No matter where you are in the software, just enter your keywords, press the enter key, and all related results will be displayed.
Access Global Search
- From the left navigation panel, click the Magnifying Glass Search icon.
- In the Search term field, enter a title or description for the item(s) you want to search.
- The system will pull up results for all the items with the search word entered by you. The Applied Filters field will show one filter applied.
- To apply more filters and further narrow down your search, click on the gear icon in the toolbar.
- From the tabs in the pop-up panel, click Sorts.
- You can choose to sort from A to Z, or Z to A, the following: index number, matter, client name, field, value, matter index number, resource identifier, categories and resource type.
- Once complete, press X.
Your sorts will display on the screen.
Modify Search Results
To modify the search result:
- Select the entry you wish to modify and scroll to the right of the row, click on the three dots.
- Click View Details.
- Depending on your selection, you can choose to use any of the fields available in the drop-down.