The purpose of the search filter is to be able to search using multiple search fields simultaneously within different sections such as Matters, Activities, Accounting, Contacts and Account Management.

This allows for fast searching of detailed information within each section and consistency when searching by specific fields.

For example, you can search all clients with trust balance greater than 10,000.

Search Filter Function Icons:

  • Apply Filter Button: This will apply the filter fields you have set in the in search filter window.

  • Reset Filters Button: This will reset the info you have set in the search field which will be blank.

  • Pin Icon: In the top right-hand corner in the search filter window when selected, this keeps the search filter window open while searching within the section your in.

  • Close Window Icon: Next to the pin icon, there is an x button. Click this to close out of the search filter window.