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Why Doesn't Using Global Search Show All Matters for a Contact?

Question:

  • Why Doesn't Using Global Search Show All Matters for a Client?
  • Why Don't All the Matter Search Results Show When I Type in Clients Name?

Environment:

  • Clio Manage

Additional Information:

Answer:

The global search bar only shows open and pending Matters when searching for Contact's name. It does not show closed Matters.  You are able to find all Matters by hitting enter to search "All Categories". This will pull up closed Matters as well as open and pending. 

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