Search for a Client in the Clients List
For details of searching for a client in the Clients list, refer to Searching for Clients.
Selecting a View
At the top of lists is a drop-downs which shows the Views that can be selected for that list.
The options available for a view is specific to what displays in the list.
For a video walkthrough that includes this feature, refer to Using the Views (4 min).
For documents, jobs and tasks list, there a default view. This appears at the top of the View selector with a divider below it to indicate this is the default view.
For example, in a Documents list, you can select options such as "All" (which is the default), "Emails - Sent","Emails - Received", "Emails - Draft", "Mail Register - Sent", "Mail Register - Received" or "Deleted". Refer also to Document Lists and Emails Sent, Received and Draft and Mail Register Views.
In a Task list, you can use the View to select for example "Incomplete Tasks" (which is the default), "All Tasks", "My Tasks", "Not Started" or "Overdue Tasks".
Depending on how this has been set for your own practice, the view you select in a particular list will be the default for the rest of the session and also when you log out and log in again. This means that when a view has been selected, when you display another list and then return to that list, or log out and in again, the same view will be initially selected in the drop-down. Refer to Sticky Views.
You can also create custom Views (refer to Saving Changes to the View Layout, Modifying and Deleting Views).
Searching for Documents
The Search field is included at the top of the list (Search documents, Search tasks, Search jobs etc.)
For a video walkthrough that includes this feature, refer to Searching for Documents (3 min).
- To search for a document, type the search criteria as all or part of the document Name in the Search field and press the Enter key.
The search text is case insensitive, you can use * as a wildcard to represent any character or use ? to represent a single character.
If you have entered any Keywords in the Filing details of documents, you can enter all or part of this text in the Search field to find documents with that Keyword (see below).
In documents lists, you can use the Content Search button to perform a text search within the content of emails, phone calls, file notes and meetings. Refer to Search within Email, Phone Call, File Note and Meeting Content.
In documents lists, you can use the Mine button to display any documents or emails that have your name recorded as Owner.
- Press the Enter key to start the search. The list re-displays with only the documents or tasks found by the search.
Clearing the Search Text
To clear the search, click the X next to the search criteria or delete the search criteria and press the Enter key.
If Keywords have been entered as part of the filing details for documents, you can enter for all or part of the Keyword in the Search Document in any of the lists to locate all documents with that text anywhere in the Keyword. Refer to Using Keywords.
For example, if you wanted to indicate that a document relates to an incoming invoice from an external contractor, you can added the Keyword "Incoming Invoice" followed by the contractor name, for example, "Incoming Invoice Ajax Electricals".
You can search for all documents that relate to an incoming invoice by entering "Incoming Invoice" as the search criteria. Or to search for documents that relate to a specific contractor you can enter the search citeria as "Ajax","Invoice Ajax" or "Incoming Invoice Ajax" or "Incoming Invoice Ajax Electricals" to find relevant documents.