Searching Client & Matter List

Overview

This tutorial will walk through the steps to search for Clients in TrustBooks. There are a couple ways to search for clients.

Steps

1. Start on the Dashboard Page.

1.1 Enter Client Info in the Search field on Dashboard, then click Search. 

OR:

2.1 On the Dashboard Page, select CLIENTS & MATTERS

2.2 Under CLIENTS & MATTERS, select View Clients and Matters List:

All active matters are displayed on View Clients and Matters List page. 

2.3 You can sort your Client List by clicking the arrow in the column you would like to sort.