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About Recent Searches

The Recent Searches dropdown menu includes the dates, times, and search criteria of the last ten Case Browse searches you performed. Choose one to fill in the Case Browse fields with the options from that prior search. The same Select Columns to Show settings will also be selected. You may make any changes you wish before you perform the search.

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To select from Recent Searches:

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The Favorites dropdown menu includes the name of every Case Browse filter you have saved to your favorites. Choose one to fill in the Case Browse fields with the options from that favorited search. The same Select Columns to Show settings will also be selected. You may make any changes you wish before you perform the search.

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Related Pages

Save and Add New Filter to Favorites

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To select from Recent Searches:

  1. Under Favorites Search, select the dropdown menu.
    (info) Follow the instructions for Save and Add a Filter to Favorites to create a Favorite.

  2. Select the appropriate Favorites Search.

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  3. Make any additional changes.

  4. Search SEARCH CASES.

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Related Pages

Select Columns to Show

Date Range Filters, Searching, and Favorites

Criteria Tabs

Save and Add a Filter to Favorites

https://smartadvocate.atlassian.net/wiki/pages/resumedraft.action?draftId=2175467549&draftShareId=e1323202-e6ba-41b5-90cc-723fcfd4217c

How to Use Case Browse and Predefined Templates to Send Mass Communications to Clients

Column Reference - Case Browse