Conflict Searching allows multiple areas of Client Cards to be searched for key terms to identify any potential conflicts prior to accepting a new client.
To search for conflicts:
From the Brief Accounting Home screen, select the Client module icon > Matter tab:
Click the Conflicts button on the resultant screen:
Enter the search criteria - a full name, first or last name, or partial name can be used to search.
The various areas of the Client/Matter card can also be selected for the search:
- Client Name
- Contact
- AKA
- Other Parties
- Other Lawyer
- Short Description
- Long Description
- Referred By
After Search criteria is entered, click the "Search" button. The number of matters containing the search will be displayed:
Click OK to display the list. The list indicates the name found and the Source column indicated where the search term was identified for each instance:
The list may be printed using the Print icon if required.
Double-clicking on any matter on the list opens the detailed Matter card for the matter.
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