Required Plan: This feature appears on all of our available plans! Click here to read more on the plans we offer.
You can run conflict checks from anywhere in the software to avoid any sticky situations!
To run a conflict check, please watch this video or follow the steps below:
1) Use the top left search bar and search for any name or keyword. Press Enter on your keyboard.
2) Click "Run Full Search" This will search through the entire software in one click. You can search through all your internal notes, tasks, events, emails, contacts, matters, and even custom fields!
What happens now?
Now we can see all the instances where the item we searched appears in our software.