More search

If Quick Search does not return the results you need, you can add additional search parameters under the More Search area. More uses filters for locating specific data by Client, Case Number, Date, Category, and so on.

Search uses dtSearch, a retrieval / full-text search engine to search large numbers of system records efficiently, returning the results quickly. Use this powerful search mechanism through More Search.

More Search provides:

  • Field specific searches
  • Creates filter chiclets that display your current search parameters
  • Filters are additive. For example, you can search for cases that are both Client Relations category and In Progress status.
  • The Show filter is common across all searches. You can filter for Active records, Archived records (inactive), and All records (both).