Tired of sifting through endless lists to find the exact information you need? Within the Matters, Contacts, and Time sections, a powerful little tool awaits: querying. This unassuming option is your key to creating highly specific searches with multiple conditions, connected by logical operators like "and" or "or."
Ready to Dive In? Here's How to Craft Your Perfect Query
- Locate Querying: Navigate to the Matters, Contacts, or Time section. You'll find querying prominently displayed.
- Building Your First Condition: Click [Add new condition]. A dropdown menu will appear with potential conditions.
- Exploring Deeper Options: Notice the greater-than symbols (>) next to some conditions — these reveal submenus with even more specific criteria.
- Refining Your Criteria: Select a condition (e.g., Area of Law), then choose an operator like "contains" or "is equal to."
- Adding Multiple Conditions: Click [Add new condition] again to combine criteria.
- Connecting Conditions — "And" vs. "Or": By default, records must meet all conditions. Click the word "all" to switch to "any" (OR logic).
- Run Your Query: Click the Run button to see only records that match your criteria.