Page 109 - 3E User Manual- updated 3-2018
P. 109
Matter Notes
To Add Matter Notes
• Add notes while viewing existing notes on a matter or without viewing existing notes.
• Select Add on the blue bar:
• Type in the matter number, or select the magnifying glass to search for a matter:
• To Search for a matter using the magnifying glass:
o In the Query Dialog box, change Quick Find to Advanced Find by using the drop down.
o Select Advanced Find:
o In Advanced Find, search by any of the fields below, but first change the operand to "contains" (or
whatever is applicable for the search)
Matter Notes 3/27/2018
