How do I find a Contact quickly?

  • Updated
There are two ways to quickly find your contacts. 
 

Universal Search

Start entering the Contact name into the Search bar at the top right anywhere within CARET Legal. The smart suggest feature lists Contacts and Matters that contain the name.mceclip0.png

 

Contacts Section 

Navigate to your Contacts section to display your Contact cards. Enter the name of the Contact in the Search bar at the top right and hit Enter. Only Contact cards that contain the name entered are returned.

 
 

Was this article helpful?

0 out of 0 found this helpful