Rocket Matter Knowledge Base ReportsHow to access Advanced Search

How to access Advanced Search

Advanced Search gives you robust search capabilities in the following categories:  Clients, Matters, Contacts, Activities, Tags, Users, Contact Custom Fields, and Matter Custom Fields.

1.  Click the Gear Icon option on the Global Search Bar.

2.  Select Tab for desired search topic.

Select from the following topics: Clients, Matters, Contacts, Activities, Tags, Users, Contact Custom Fields.