Introduction In today’s world, the basic ability to search data for related records is fundamental to any practice management software, and HoudiniESQ gives you several different options to locate your data. Under the main menu in the Practice ribbon you…

When searching for Matters, Contacts, or Events... Whenever the option to link a Matter, Contact or Event is present in HoudiniESQ, the method to link the information to the current Record is always done via a Lookup Field. Lookup Fields behave like a search…

Advanced Search The Advanced Search is a powerful tool that can help you find a particular piece of data within HoudiniEsq. It can be accessed from the Practice ribbon, under the Search section. Clicking Advanced Search will bring up the Search window. You…

You can search contact by email. On Practice Contacts tab, select List, at the top of the search field, enter the email address you want to search and then hit Enter button. All contacts with the matching email address will be returned. For more information…