Managing and organizing information efficiently is key to staying productive. If you work with the Matters Custom Tab, you'll be glad to know that the Quick Find feature makes it incredibly easy to search, filter, and organize your data. Here's a comprehensive guide to help you make the most of it.
The Matters Custom Tab holds valuable data that can speed up your search process significantly. By using Quick Find, you can search by any of the fields available in the Custom Tab, making it easier to pinpoint the specific information you need.
Step 1: Access the Quick Find View
In the Shortcuts pane, click Quick Find
Step 2: Select a Field for Your Search
Click the Search by drop-down menu in Quick Find.
You’ll see a list of all available fields from the Custom Tab.
Select the field you’d like to search by (e.g., client reference number, Jurisdiction, Litigation Hold).
Step 3: Enter Your Search Criteria
Type your search term or value into the Search For field.
Click Search to see filtered results or hit “Enter” to execute the search.
Step 4: Customize Your View
Want to see more specific information in the search results? Use the Select Columns to Show feature to customize the columns displayed in the search grid.
Click Select Columns to Show.
Choose the fields you’d like to include in your search results.
Click anywhere away from the column selector, and the grid will update to display your selected columns.
Step 5: Review the Search Results
Your results will now be filtered and displayed in the search grid.
The selected columns in your personalized view make it easier to find the details you need.
Take a moment to familiarize yourself with the available fields in the Custom Tab. This will save time when using Quick Find!
Regularly customize your Select Columns to Show feature based on your current needs to keep your workspace streamlined.
Organize smarter, search faster, and stay productive by mastering Quick Find in the Matters Custom Tab.
Troubleshooting and Support
If you have any questions or run into any issues, please reach out to the Sophus Support Team by clicking the Contact Us button. Thank you.