How do I Use Tags or Keywords to Search in Matters and Contacts?

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You can add searchable keywords or tags to assist in searching through Matters and Contacts. If you have a Matter or Contact with a similar name,  or you want to be able to search for specific keywords that are not in the Matter name then you will want to use them.

Matters and CRM Leads

Matters do not have a specific "tag' field but you can add a keyword when creating a New Matter, or under the Options tab in the details of an existing Matter . Enter the tag in the Description field. Anything within the Description is searchable from the Matter list.



Tags can be entered on the contact level and be used under the filters when doing an advanced search on the contact page.

Searchable keywords can be added under the Notes for a Contact.
Tag words can be used as search categories.

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