Switching between search types

You can click the arrow on the left of the searchbox to change the search type. The search options change depending on which dashboard you are currently viewing. The default search corresponds to the dashboard you are on, but clicking the arrow will show you additional options.

Default search for each dashboard:

• Case Flow - Search for cases
• Client - Search for client profiles
• Production - Search for production cases
• Billing - Search for invoices, payments, balances or statements
• Reports - Search for reports
• Settings - Search for settings

How to change search type

1) Click the arrow, then select a search type

2) Enter search terms, then click "Enter." Or select from the list to open or locate a specific item

3)From the billing dashboard, you can search for invoices, payments, balances, or statements