Searching in ClientSpace

All search pages in ClientSpace are arranged in a similar fashion. The following Case search example represents search options. Individual Quick Search and More search options can vary.

The numbered items in the example correspond to the following list:

1.

Quick Search: Quickly search a few of the most commonly searched fields.

2.

More: Detailed search can include the same fields as Quick search, but More searches are always equals searches.

3.

Filter chiclets: Chiclets represent the currently selected filters.

4.

Search results: Filtered records list.

5.

Clear search filters: Clears all search filters.

6.

Edit record: Select a record in the search results and click Edit to open the record.

Topics in this section