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Searching for Matters & Contacts

Searching for Matters & Contacts

Owned by Dakota Martin
Last updated: Aug 03, 2023

Quick Search Bar

The Quick Search Bar is available on most screens in Actionstep. It uses some hierarchical logic to return the best matter and contact results for the entered search term.

 

https://actionstep.freshdesk.com/support/solutions/articles/150000039594-quick-search-bar in Actionstep Help Center

 

Advanced Search

The Advanced Search function allows you to do a more advanced search to help you find specific items in Actionstep.

https://youtu.be/1Csp7b11_O0

https://actionstep.freshdesk.com/support/solutions/articles/150000019841-advanced-search in Actionstep Help Center

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