This How-to covers using the combined search tool within Prevail.
To view an instructional video of these steps, click the link below.
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.
Some tips for using the Prevail Combined Search are:
When searching, always remember less is more.
Search by the Matter title, Whole Name, phone number, Social Security number, or case number.
To display an entire list of matters matching the Query Type, Law Type, Matter/Prospect, and Open/Closed selections that you have made in the search results window, check the "Display List" box.
Note: This can also be used if you want to see a list of all of a particular contact type. For example, if you want to see a list of all of your Referral Sources, use the Contact Type Dropdown to select Referral Source, and check the Display List checkbox.
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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