Finding People (QuickFind)

Open the People module and, in the People Index that appears, click QuickFind. Or, you can choose Tools > QuickFind > People from the main menu to display the Find People dialog.

Specify the range of your search.

To search all your Contacts and the Firm Members, select the All My People option.

To limit your search to only the People currently shown in the People Index, select the People Shown In The Index option.

This method of searching enables you to do complex searches in an easy fashion, step by step. You can use the control panel options in the People Index to limit the list of People shown (by Type, Group, and so on), use the options in the Find People dialog to further limit the list, and then use QuickFind People again to even further limit the list.

In the For The Text field, type the text you want searched for.

The search is not case sensitive, and finds any words containing the term you enter. For example, a search on binks finds Binks, Binkson, and Robinksly.

If you enter more than one term, a Person record that has a field containing all of those terms adjacent and in the same sequence will be found. For example, a search on north count will find "North County" and "Northwest Counties", but not "Northern and Southern Counties" or "County North".

In the Fields section, select one or more fields in which to search for the text you typed.

The Text Custom Fields checkbox refers to text fields in the Custom Page views of the Person Details window.

Click OK. The People meeting your search criteria are shown in the People Index.

You can now double-click a Person in the list to see their details.

Alternatively, you might have filtered the People list so that you can use Document Assembly to generate a document on particular People. For more information, see Document Assembly.