The Matter Search component allows users to search all information related to a particular Matter, within the context of the Matter. Options allow the user to 'fine-tune' the results by searching specifically designated related information.
How can I search related Matter data?
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To use Matter Search, follow these steps:
- Click on Search icon
- Enter text to search
- Press Enter
Search Results
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The search results will be shown in unique sections for each related object. Relevant search results will be shown and users can quickly open a record by clicking on the link in these results.
Selecting Search Options
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Using the Search Options, users may interactively select the record types searched. This selection is saved and will be used for future Matter searches.
- Click Options to open.
- Select the checkboxes and apply Save & Search.