Note Search - defenderData User Manual - US

Note Search

The Note Search menu is used to search all notes in the database. Notes can be found by entering Search Criteria in the following fields:

Note Content - This is a powerful full-text search against Notes of all the following types:
- Case Notes:
  - Additional Opening Information
  - Additional Closing Information
  - Additional Sentencing Information
  - Additional Client Information
- Charge Notes
- Event Notes:
  - Schedule
  - Ticklers
  - Time Entry
  - Expenses
- Related People Notes:
- Workload Notes
- Document Notes
Case Type - Results can be restricted to specific types of cases (CR, SR, OT, PR, etc.)
Attorney - Results can be restricted to cases assigned to a specific Attorney.
Status - By selecting a Case Status such as "Open", only results for Open Cases will be found.

In the example shown below, all Notes contaning "withdrew" are found for Ramon Amador-Duffey's Closed cases.

To view each Note either double-click the row from the search results or select the row and then click the

Edit button. The associated case will be viewed with the highlighted Note shown.