Objectives:
- How to use the search bar in Clio Grow?
- What can be searched in Clio Grow?
- How does the Global Search Organize Results
Environment:
- Clio Grow
Additional Information:
- Clio Grow's global search returns up to 20 results and organizes results in alphabetical order. Lexicata organizes it alphabetically by category. If you would like to add your vote to this feature request feel free to call or chat in.
- If you expect to search more than 20 results, please use the "Apply Filters" button found at the top right of the Contacts, or Matters page.
Procedure:
- Click on the search bar located at the top of the platform
- Search for any contact, company or matter by entering associated data, which includes:
- Names
- Email Address
- Phone Number
- Notes
- Address