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This lesson will show you how to use the search function in AgileCase.

Searching AgileCase

 

You can search your AgileCase system using the "Search Practice" text box beside your username. Entering text in this box will search the whole system for a matching result.

Search results

 

Once you have carried out a search you will be taken to the search results page, this will list your results and give you the option to choose their order and filter by entity type.

Filtering a search

 

You can also filter the criteria for you serach using the sidebar. This allows you to select what entities will show up on the search and let you specify a practice area, case type and case status to be searched.

Filtering a seach (continued)

 

You can also filter your searches by client, label, user created by and user last edited by. You can also select a date range to refine your search to a particular time period.

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