This article may be out of date!
Visit the New Knowledge Center

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

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality