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How To Perform a Global Search

Objective:

  • Conflict Check / Conflict Search
  • Search Clio

Environment:

  • Clio Manage

Additional Information:

Related Article: How to Export Global Search Results

For a list of everything that can be found using the Global Search, see here.

Procedure:

  1. Type desired search within main Search Bar (on the top left side of Clio Manage)
  2. Press Enter/Return on your keyboard
  3. If you are doing a contact conflict check, under Search results, click Contacts 
  4. Scroll through the results
  5. If you find any duplicate contacts you can use this workaround to merge them

 

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