Click Go. The results will be returned in the matter list below. See the following example: Sample Search “And” Search for: in the client name “Abbot” and Search for in the matter description “Purchase” Both criteria must be satisfied in this search. “And” or click on the button to open the case diary. Double click Select Searching using a Wildcard A wildcard is useful when you are unsure of how exactly a word may have been entered. The % sign is used as a wildcard in Keyhouse systems. Note also the system will use the % for an apostrophe e.g. O’Connor will change to O%Connor. first the then a % then the remaining in the search Input client’s the part of part address, box provided. E.g. Hatch%Dublin Click Go. The system will return any client beginning with ending with Hatch Dublin. addresses Hatch Street or Hatch Street Lower. E.g. How to Filter Search Results by Fee earner or Department or Work Type the search as normal. Perform Then using the arrows a Fee Earner, Department or Work type filter drop down select from the drop down lists provided. (Circled in red) How to Search for Closed Cases To search closed cases perform the search as outlined in the previous section. Then click on the tab. Closed Cases A list of closed cases matching the search criteria will be displayed. See the example above. on the case to view the closed matter details. See the following example Double click
Click Go. The results will be returned in the matter list below. See the following example: Sample Search “And” Search for: “Abbot” in the client name and Search for “Purchase” in the matter description Both criteria must be satisfied in this “And” search. Double click or click on the Select button to open the case diary. Searching using a Wildcard A wildcard is useful when you are unsure of how exactly a word may have been entered. The % sign is used as a wildcard in Keyhouse systems. Note also the system will use the % for an apostrophe e.g. O’Connor will change to O%Connor. Input the first part of the client’s address, then a % then the remaining part in the search box provided. E.g. Hatch%Dublin Click Go. The system will return any client addresses beginning with Hatch ending with Dublin. E.g. Hatch Street or Hatch Street Lower. How to Filter Search Results by Fee earner or Department or Work Type Perform the search as normal. Then using the filter drop down arrows select a Fee Earner, Department or Work type from the drop down lists provided. (Circled in red) How to Search for Closed Cases To search closed cases perform the search as outlined in the previous section. Then click on the Closed Cases tab. A list of closed cases matching the search criteria will be displayed. See the example above. Double click on the case to view the closed matter details. See the following example
Chapter%202%20Search%20Open%20New.docx