Lexicata offers a universal search feature, making it incredibly easy to look up important contacts, matters, or other relevant information.
The search bar can be accessed in the top navigation bar from virtually anywhere within Lexicata.
Simply click inside the search bar and start typing to conduct a search. The search results will appear instantly in a drop down list beneath the search bar.
What Items Can You Search For?
There are different types of items that you can search for in our universal search feature. Each one is detailed below:
You can search for a matter by the matter name, which includes the matter type, as well as the first or last name of the primary contact. Keep in mind that you cannot search for the matter label at this time, although we may add this functionality in the future.
You can search for a contact by first name, last name, or full name.
Matter or Contact Notes
You can search for any word or set of words saved in a matter note or a contact note. Clicking on the search result under the “Notes” section will take you to the matter or contact page where that note is saved. You can learn more about the difference between matter and contact notes here.
Matter or Contact Custom Fields
You can search for any word saved as a value in a matter or contact custom field. Clicking on the search result under the “Custom Fields” section will take you to the matter or contact page where that custom field value is saved. Learn more about custom fields here.
You can search for contacts by their phone numbers. Clicking on the search result under the “Phone Numbers” section will take you to the contact page where that phone number is saved.
Keep in mind that the phone numbers are typically saved in a standard phone number format, e.g. (xxx) xxx-xxxx. So it's best to include the parentheses and dashes in your search to get the best results.
You can search by an address. Clicking on the search result under the “Addresses” section will take you to the contact page where that address is saved.
You can search by an email address. Clicking on the search result under the “Email Addresses” section will take you to the contact page where that email address is saved.
Ways to Use the Universal Search Feature
The universal search is one of the handiest features of Lexicata once you get the hang of it and make it part of your regular workflow. It's typically the quickest way to navigate around the system and find things when you need them.
Here are some good ways that you might put the search bar to use:
- Quickly navigating to a contact or matter page to take an action, such as adding a note, scheduling an appointment, or sending a quick email
- Locating a contact or matter by a keyword if you forget their name (e.g. something that you wrote down in a note previously)
- Performing conflict checks and searching for contacts who may have been in notes related to past cases
- Checking to see whether a matter or contact may already exist if you are unsure
- Finding all contacts with a specific custom field value or location (using part of their address)
- Finding all matters with a specific custom field value
If you are having issues with the search bar or search results not appearing correctly, it is most likely due to a browser incompatibility issue.
Older browsers such as Internet Explorer do not support all of the modern technology frameworks and languages being used on Lexicata. As a result, it’s possible that your search bar might not show up at all, or may behave abnormally.
We highly recommend switching to a more modern browser such as Google Chrome or Firefox. There are currently no known issues with the behavior of the search bar when using either of these browsers.
Related How Tos