The Quick Search Bar provides a method to search for matters and contacts.
The Quick Search Bar is displayed in the top-right corner of most screens in Actionstep.
The Search Field accepts text to return matters and contacts using the following criteria:
Matter File Reference
Search terms are not case sensitive.
Advanced Search can be accessed at the bottom of the results.
This navigates the user to the Advanced Search screen.
Matter searches are returned based on a hierarchy. If there are Active matters that meet the search criteria, only they will return in search results even if there are inactive or closed matters that also meet the search criteria. If there are no Active matters, only Inactive matters will be returned. If there are no Active or Inactive matters that meet the search criteria, only then will the search return closed matters.
Matters will the ‘Template’ status are considered Closed matters and will return along with Closed matters.
The only permissions that effect the Quick Search bar, are those that control access to matters. Users cannot search matters they do not have permission to access. This includes inability to read matter types (set in data permissions), restricted matters, and deleted matters.