Billing Q&A: Optimizing Name Search Results

June 2020    Tags: , ,

We have several clients with the same client name, so searching for them brings up multiple results. Is there any way to make the search more unique?

The Name Search can be used to access client records by name. When a new matter is created, the Name Search field automatically uses the first 16 characters of the client’s name as the default value. As additional matters for the same client are created, this field will repeat the same 16 character string.

If your firm typically looks clients up by the Name Search value, you can enter a unique value into this field to make it easier to find an exact match for your search value.

To change the Name Search field

  1. From the File menu, point to Open and select Client.
  2. Select the desired Client ID.
  3. In the Name Search field, enter a unique name.
  4. Press Ctrl+S.
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