Global Search Bar

By using the Global Search Bar in upper-right hand side of your screen, you can easily move through your data.

Lisa Myers avatar
Written by Lisa Myers
Updated over a week ago

By using the Global Search Bar in upper-right hand side of your screen, you can easily move through your data and find what you're looking for.


You are no more than one click away from any case, client, document, phone number, email address, case number, invoice number, etc. in the system.
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You can easily access cases you recently visited by clicking into the search bar and you'll see links to the last 5 cases you viewed. Click on a case to be taken to the case details page.

Typing in the search bar will bring up an auto-match of search terms to choose from.

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If you are searching for a closed case or archived contact, they will not populate in the results from the drop-down menu. To locate these records, click "Search Everything" at the bottom of the results to see a more comprehensive list of records on a full page.

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