Objective:
- What does the global quick search through to determine its results?
- Searching for a Matter or Contact in the quick search.
- How does the quick search match it's results.
- Global Quick search is not finding my contact or matter
Environment:
- Clio Manage
Additional Information:
Answer:
The quick search function of the Global Search Bar in Clio Manage will search for Matters and Contacts.
For Matters, it will match results from your search term with the Matter Name, Matter Number and description.
For Contacts, the search will match results from the contact's name.
You can press Enter (or Return) after entering your search for further results and a more thorough search.