One of the quickest ways to find anything in Smokeball is to utilize either the "Quick Search" function or the "Advanced Search" view.
The Quick Search allows you to find a matter, task, or other information in Smokeball using a unique matter number. The "Advanced Search" can be found in its own tab when a global search is performed.
When searching for a keyword in Smokeball, you will now be provided with a real-time results list to allow you to quickly access the item you are searching for.
Quick Search
The Quick Search will provide the top 5 results for Leads, Matters, Contacts, Events, and Tasks. (Note: In Quick Search, you are only seeing Open Leads and Matters, future Events, and incomplete Tasks).
Quick Search has the following helpful functionalities.
-
Suggested Text: As you type a search term, Smokeball will suggest a result based on your previous search terms.
-
Keyboard Shortcut: You can quickly jump to the search bar by hitting “/” on your keyboard while on the main Smokeball screen.
-
Full Result Labels: Under each Quick Search category, we have provided the total number of results, so you can assess if you need to proceed to advanced searching.
Advanced Search
Advanced Search includes the following helpful functionalities.
-
Full list: Review a full list of matched results with a broader amount of information on each.
-
Result counts: See a summarized count on each tab within so you can easily jump to an area with a positive result.
-
More result types: Includes global memos and document searching.
- Matter type filtering: You can use the pane on the left to search through all matter types or select a folder to only search within an individual matter type.
-
Additional filtering: Within certain areas, you can further filter down your search results.
- File Preview: Clicking on the sidebar will allow you to preview a document before opening it.
In addition, you can right-click to access menu options on documents which appear in advanced search results.
The right-click menu also includes an option to move/copy documents located in a search to another folder or matter.
Document search results can be filtered by contact.
You can click on the sidebar to preview a document in advanced search results.
Did You Know
You can use the dropdown menus next to Show to filter matter results by their status (opened, closed, etc.), attorney, and opened date.
One of the quickest ways to find anything in Smokeball is to utilize either the Search Bar. The Search Bar is located in the upper right of Smokeball, close to timer button.
You can search for matters, contacts, and other information in Smokeball using the Search Bar. When searching for a keyword in Smokeball, you will receive a list of real-time results in order to quickly access the item you are searching for. You can select a result to open a matter or contact. Alternatively, click on See all results for more detailed results.
The full search results will include potential matches for Matters, Leads, Contacts, Invoices, and more. Note: Certain search categories may not appear if you are on the Bill or Boost plans.