Have you had to quickly determine who to pass a call in the office to? Or figure out which case a particular person is calling about? The “Case Search” feature allows you to quickly search your entire TrialWorks database using a variety of search options. From contact information, including a person’s first name, last name, or company to searching with more detail using a contact’s social security number or property address. It’s all here. To run a case search, simply click the magnifying glass icon directly to the right of the case name.
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As shown below, a list of cases that match your search criteria will be provided – once you’ve found the right one, just double click to jump into the case!
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For more information on the Case Search function as well as few other tips to help search a case, check out this week’s blog entry at TrialWorks.blogspot.com
