Teams Tips – Managing Conversations
When searching for a Client it’s important to enter a minimum amount of search criteria. This will give you a better chance of finding a Client regardless of how the name was entered.
Click the Client Information icon on the Matter Centre toolbar, the last Client that you looked at will be displayed. Click the Find button.
The next screen is used to enter the search criteria that you want to search on. Type the name that you want to search on in the Client Name field and click Search – remember to enter the minimum amount of search criteria.
If the Records Returned area shows 50 matches, remember to change the Max no of Records to Return field to 0 (zero) – this will ensure that all matching records are displayed in the search results.
If a large number of records have been found you can start to filter the results by entering additional information in the address field – only enter the first part of the address e.g. 1 Hungerford to ensure that all matches are found..
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