/
Searching for Matters & Contacts
Searching for Matters & Contacts
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.
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.
Using the Advanced Search in Actionstep Help Center
Continue to Contacts & Participants =>
, multiple selections available,
Related content
Contact Name Format
Contact Name Format
Read with this
Company Contact Record
Company Contact Record
Read with this
Actionstep Help Menu
Actionstep Help Menu
Read with this
Introduction Videos
Introduction Videos
Read with this
Creating, editing, and deleting Contact Records
Creating, editing, and deleting Contact Records
Read with this
Contacts & Participants
Contacts & Participants
Read with this