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 the appropriate tab for your desired search topic.

2.  Select Tab for desired search topic.

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

3. Enter all other required filtters and click 'Search' to access results. Results may be exported for your convenience and in certain cases you will need to view the results in .csv format in order to view all data.