Basic Search

A while back I talked about the Team Search feature (which provides the ability to instantly search in full-text across your team database). But did you know that there is also a feature in Credenza that helps you search for items when you already know what module they are located in. Read on to find out more!

                                      

Usually my memory is pretty sharp- I can remember details about projects I’ve worked on, articles I’ve read and the name of the singer who was kicked off American Idol in the third week of the 8^th season. But sometimes the steel trap that is my mind needs a little help in recalling minute details… and that’s where Credenza comes in.

Credenza includes module specific searches for Files, Phone Calls, Time/Expenses and Billing. Within each module, your search parameters change according to what you are looking in. So let’s say that you would like to search in your Files module: you can choose to search on Name, Summary, Referral Source, Other Text & Memo Fields, and All Common Fields.

So how do you get to this basic search? Easy! If you are in your Outlook inbox, simply click the “Search Credenza” button in the top toolbar to begin.  From there, you will be able to select the module you would like to search from the pop-up menu that appears (that is, if you’re not already in that module). Once the search menu has appeared, simply fill in the information you are looking for and select what item you would like to “Search In.”

If you don’t want the search option showing up again for the rest of your session in Credenza, you can just turn it off by clicking the “Search Credenza” button again, or clicking the ‘X’ in the far right corner.

Your mind is one of your best tools, but it may drop the ball from time to time. Let Credenza pick it up with the Basic Search – find exactly what you are looking for, when you need it!

Everything in Order

It is always important to know where you stand with regards to your practice. Are deadlines being met? Have time entries been created and the corresponding invoices sent out? Are you up to date on your communications with every client?

I use Credenza for all of these reasons. But there are even more ways this program can provide further insight into your practice. A feature you may have overlooked is the chronology. With the Chronology tab in the Credenza File screen, you can see everything on that file in chronological order.

Sometimes I want to see the work I’ve done for a given time frame and sometimes I want to see just the work I’ve done on a single file. This helps me get a complete picture for any file that I am working on - so I can help provide even better service to my clients.

When I open a file and click on the Chronology tab, a list of everything that has taken place on that file along with all scheduled events or actions is displayed. This includes appointments, time entries, email messages, notes, phone calls…everything listed in the order it was done!

Seeing full details is as easy as clicking on the activity to open it! Plus, Credenza has the ability to filter your Chronology screen as you see fit. You can click on the Date header and have your entries sorted in chronological or reverse-chronological order.

With your Credenza, you will always know where you stand with your practice.