The top-bar search finds clients and cases from any page.

Steps

  1. Click the "Search clients and cases…" box in the top bar.
  2. Type at least 2 characters.
  3. Click a result to open it.

Tips

  • With one character you'll see "Keep typing to search…".
  • No match shows "No clients or cases match “{q}”."
  • If you see "Search failed. Try again.", retry in a moment.