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To view an instructional video of these steps, click the link below.
https://share.synthesia.io/3b8f86ec-b4ab-4bac-bcd3-0a519096b56b E-Training 01: Using Search Tool in Prevail
Instructions
Prevail uses a combined search tool that lets you search for Matters, Contacts entries, and any unfinished Questionnaires simultaneously. This tool allows you to type any word or partial word into the search window, then either click on the binoculars icon or simply press the Enter key. The text string you just typed will then be submitted for a search throughout all matters (both open and closed matters, as well as prospects), Contacts entries, and Questionnaires.
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Pro Tip: The Combined Search tool remembers any settings or filters you may have previously used, so make sure to check your filters before searching.
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