The Search in the menu bar at the top of every screen can be used to search for a Client Group, a Client or a Job.
For a video walkthrough that includes this feature, refer to Navigating Workspaces to Locate Documents (3 min).
This article contains the following sections:
Searching for Groups, Clients or Jobs
Click in the Search groups, clients or jobs box in the menu bar.
In the Search box, type at least one or more characters for the text you are looking for. This displays any Client Groups, Clients or open Jobs that contain that text. It also displays the associated Group/Clients and Jobs for the search results.
Archived Clients and Groups, and Jobs that are "Completed" or "Cancelled" are excluded.
Click in the search result, to display related information.
Click Group name to display the Group navigation list. The selections at the top (Group, Client, Job) show whether a specific Group, Client or Job was selected. You can use these drop-downs to make further changes to the selections.
The following is an example of where a Client was selected from the search results. This displays the navigation in the same way as the Clients workspace.
The following shows an example of when a Job was selected from the search results.
When your Practice Settings are set with Show Jobs by Client "Off" (refer to Managing Practice Settings) and when a client is displayed that is part of a Client Group, the Jobs drop-down at the top of the workspace displays all Jobs for the Client Group.
Hide/Unhide Closed Jobs
To include closed jobs, click the Hide the closed jobs button to disable this and include any closed jobs.
To show closed jobs in the selection, click Unhide the closed jobs.
Working with a Minimized screen
When working with a minimized screen, the Search box displays "Click to search".
When you click in the Search box, it expands across the menu bar.