Special Fields

Required Fields

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Required fields appear with yellow backgrounds.

Auto Suggest Fields

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Auto Suggest Fields have the word Search in them. This simply means you should type something. As you type you will be presented with a list to choose from. As you type the most likely matches will be displayed. NOTE: All searches are case Sensitive.

IMPORTANT To clear the Auto Suggest Field click the [backspace] button until nothing is in the field then click it again to reset. Enter your new search term, word or phrase.

Matter Auto Suggest Field

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For Matters the Matter ID and Matter Reference fields are searched. NOTE: All searches are case Sensitive.

You can do a partial search across both fields by separating your search term with a space e.g.

001 Da

Would result in
0011-2 Daniel v. Smith
0012-9 David Arlington Inc
...

You can also specify that you want to ignore all search fields except the last which in this case it would be the Matter Reference field like so

*Arm

would results in
912-0 Armitron Electronics
884-7 Arms Remington
...

IMPORTANT To clear the Auto Suggest Field click the [backspace] button until nothing is in the field then click it again to reset. Enter your new search term, word or phrase.

Contact Auto Suggest Field

For Contacts the Last Name, First Name and Company Name fields are searched. NOTE: All searches are case Sensitive.

You can do a partial search across both the Last Name field and the First Name field by separating your search term with a space e.g.

Joh Da

Would result in
Johnson Daniel K. Rouge Electronics LLC
Johnston David M. Johnson and Johnston Inc
Johnson Doug C. TiltSwitch Corporation
...

You can also search by the last field ( in this case the Company Name field ) like so

*Arm

would results in
Roland James D. Armitron Electronics
Daniels Susan K. Arms Remington
...

IMPORTANT To clear the Auto Suggest Field click the [backspace] button until nothing is in the field then click it again to reset. Enter your new search term, word or phrase.

Stop Watch Fields

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A Stop Watch Entry field is a Date field that has a Stop Watch. The Stop Watch isn't displayed by default. You must click the Stop Watch icon first (Red Arrow).

You can enter a duration manually in either actual time or as a fraction for example to enter 15 minutes you can type :15 or .25. Use the : (colon) to enter actual time otherwise use a period for fractional time.

You can enter a duration before starting the Stopwatch. The Stopwatch will use the duration entered as its starting point.