Are you ready to take your MerusCase Knowledge to the next level?
The MerusCase system offers robust search and filtering capabilities, allowing you to quickly access nearly any piece of firm data with just a few simple keystrokes. From cases to contacts, messages, activities, and beyond, our search and filter tricks will have you finding essential information with blink speed.
If you're ready to start filtering like a pro, download the 30-minute webinar, hosted by our Chief Operations Officer, Shane..
In this webinar, you'll learn everything you need to know about:
- Changing Filter Types
- Applying Secondary and Tertiary FIlters
- Utilizing Boolean Logic
- Filtering with Activity Tags & Event TYpes
- Creating Quick Links
- Global Document Search
- ...and so much more!