HOW TO SWITCH BETWEEN CASES AND HOW TO SEARCH FOR CASES

1. To find a case quickly in your TrialWorks, click on the Case Name and start typing the name of the matter.

2. If you are unsure, you can always click the drop down arrow and scroll through.

3. Or, if you are unsure, you can always click the drop down arrow and scroll through.

Click the radio button that corresponds to the information you are searching for. Type that data in the search text box and click search.

A list of cases that match search criteria will be provided. This is a great way to quickly determine who to pass a call in the office to, the cases status, or see which atty/support is assigned to a case. To access that case, just double click on the case name

TrialWorks Tip Of The Week!

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.

 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!

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