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Prevail PowerSearch allows you you to search for a character string within any of the tabs on Prevail, as well as within appointments, tasks, Contacts, and Sticky Notes.
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To view an instructional video on these steps, click the link below.
Video Link: Prevail Power Search
Instructions
Click the drill icon in the Prevail Toolbar.
If necessary, change the date range for the search
Do Not leave the Start or End date fields blank.
If you would like to search only within the matter you are currently in, Check the ‘This Matter Only’ box.
Enter any character string in the Search Criteria field.
Prevail will display all matching results.
Related articles
Search Tool, Merge Across Related, Generating a Merge Document for a Matter, Merge Across Query, Client Package
Training
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Plan for New Prevail Users
Video 8 7 - Create and Delete Contacts