Quick Search
Quick searches enable you to rapidly search for cases, documents or contact persons based on a single piece of input, for example a contact person's name or a document number. You can perform quick searches instead of creating searches and defining search criteria and filters, saving time and jumping directly to the case, document or contact you are searching for.
Starting quick searches
Quick searches can be started by clicking the Go to button in the ribbon and selecting which item type you want to search for: Case, Document or Contact. You can also use a shortcut key combination to start the quick search by pressing Ctrl+G and then pressing...
- F to open the Go to cases form in order to search for open and closed cases.
- D to open the Go to documents form in order to search for documents.
- C to open the Go to contacts form in order to search for contacts.
Tip: The Ctrl+G shortcut key is a global shortcut key so you can start a quick search from where ever you are in the WorkZone.
Valid search criteria
You use the following input as search criteria for quick searches:
- Cases: Case number, Case title
- Documents: Document number, Document title
- Contacts: Contact name 1, Contact name 2, Contact ID
MRU and Database
When using a quick search, the MRU (Most Recently Used) list is searched first and then the entire database. The MRU list in the quick search form can be scrolled and you can select the item from the list if necessary.
How to perform a quick search
To perform a quick search for a case
- In the ribbon, click Go To > Case (or press Ctrl+G and then F) to open the Go to case form. The Go to case form opens with a list of the most recently used cases already accessible.
- In the empty field in the top of the list, filter the list by entering the case number or case title you want to find.
- When you have found the case you are searching for, select it and click the OK button to go directly to the case.
To perform a quick search for a document
- In the ribbon, click Go To > Document (or press Ctrl+G and then D) to open the Go to document form. The Go to document form opens with a list of the most recently used cases already accessible.
- In the empty field in the top of the list, filter the list be entering the document number or document title you want to find.
- When you have found the document you are searching for, select it and click the OK button to go directly to the document.
To perform a quick search for a contact
- In the ribbon, click Go To > Contact (or press Ctrl+G and then C) to open the Go to contact form. The Go to contact form opens with a list of the most recently used cases already accessible.
- In the empty field in the top of the list, filter the list by entering the contact name or contact ID you want to find.
- When you have found the contact you are searching for, select it and click the OK button to go directly to the contact.
See Also