Objective:
- What fields can I look for in the search bar?
- How does Search work in Clio?
- Searching Clio
- What does the search find without full text search?
- What Metadata can be searched within Clio?
Environment:
- Clio Manage
Additional Information:
n/a
Answer:
The following fields can be found when searching Clio:
Activities:
- Description (Standard)
Calendar Events:
- Summary (Event Name) (Standard and Autocomplete)
- Description (Standard and Autocomplete)
- Location (Standard)
Communications Logs:
Contacts:
- First Name (Standard and Autocomplete)
- Last Name (Standard and Autocomplete)
- Company Name (Standard and Autocomplete)
- Title (Standard)
- Email Addresses (Standard)
- Phone Numbers (Standard)
- Websites (Standard)
- Instant Messengers (Standard)
- Related Matters (Standard)
- Text (One-Line) Custom Fields (Standard)
- Text (Multi-Line) Custom Fields (Standard)
- URL Custom Fields (Standard)
- Email Custom Fields (Standard)
Documents/Folders:
- Name (Standard and Autocomplete)
- Note that Document/Folder Name treats underscores as spaces for the purpose of searching
- Number (Wildcard)
- Full Text (Standard)
Matters:
- Matter Display Name (Standard and Autocomplete)
- Matter Number (Wildcard)
- Description (Standard and Autocomplete)
- Text (One-Line) Custom Fields (Standard)
- Text (Multi-Line) Custom Fields (Standard)
- URL Custom Fields (Standard)
- Email Custom Fields (Standard)
Notes (Contact and Matter):
Tasks: