Prevail User Knowledge Base

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 9 Next »

This How-to covers using Prevail PowerSearch.

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.

Instructions

  1. Click the drill icon in the Prevail Toolbar.

  2. If necessary, change the date range for the search

    1. Do Not leave the Start or End date fields blank.

  3. If you would like to search only within the matter you are currently in, Check the ‘This Matter Only’ box.

  4. Enter any character string in the Search Criteria field.

  5. Prevail will display all matching results.

Search Tool, Merge Across Related, Generating a Merge Document for a Matter, Merge Across Query, Client Package

Training Plan for New Prevail Users

Video 7 - Create and Delete Contacts

  • No labels