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This article outlines the ways you can search for an Organization / Company, Individual / Contact, an Employee and for other information such as Title, Industry or Location.
This article includes:
How to perform an Organization / Company Search
How to search for an Individual
How to lookup the Contacts for an Employee / Partner
Key Benefits
The ability to search all of the Contacts / Individuals or Companies / Organizations known to your firm, provides you with a quick and easy way to identify where relationships exist and to delve into more detail.
Searching within Client Sense will provide results that may not exist in your CRM, Mailout or Billing system, making it a powerful go-to for answering 'do we know anyone at Company X?'
Different search options allow you to filter what you are looking for in a practical and straightforward way. For instance, if you are unsure of the name of the individual or organization you are seeking, the ability to explore the connections of a specific partner can be extremely useful, especially when compiling lists for invitations or holiday greetings.
Organization (Organisation) Search
🚀 Launch Client Sense
1. Click into the search bar at the top of the main page
2. Start typing the name of the Company / Org you are looking for and press enter
You do not need to enter the full or exact name. In this example, the search for bank has returned all companies where 'bank' makes up any part of their company name or their company domain.
Note: Results are returned according to the most recent contact. Much like a Google Search, rather than returning the results alphabetically, this is to help find the most relevant Companies by bringing them to the top.
2. Click into the search bar and start typing and press enter
You do not need to enter the full or exact name. In this example, the search for chris has returned all external contacts / individuals where 'chris' makes up any part of an Individual's name or email address.
Note: Like the Organization search, results are returned according to the most recent contact. This is to help find the most relevant Contacts by bringing them to the top.
1. Click Employees just below the search bar
2. Click into the search bar and start typing and press enter
3. Click the name of the Employee
4. Click Show All to see each of the Organisations Paul is in contact with
Note: These results are returned according to the Organizations Paul has had most contact with in the last 90 days. This helps is finding the Companies most relevant to Paul.
5. Click Filter if you would like to change the default of 90 days to a different period
Example: When set to '1 Year' this means that the Organizations shown in the list for Paul are those Organizations he has had contact with in the last 12 months.
The Organizations will also be sorted by those Organizations which Paul has had the most contact with over the last 1-year period.
6. Select an Organization by clicking the circular View button
Tip: Here you will see all of the Individuals that Paul has had Contact with from the Organization selected. To go back to see all of the Organizations again, you can simply deselect this Orgnization by clicking the View button.
Selecting another Organization, will show you the contacts Paul has had contact with from that Organization (in the Filter period set).
The results for Individuals are listed by those that Paul has had the most contact with up the top.
Note: Be mindful that this view of Individuals from a selected Organization, may not represent all of the Individuals from that Organization known to the firm. This is a list of the Individuals from that Organization that Paul knows.
7. You can click the Favorite star on the right to add any of these Individuals to a a new or an existing Favorite list.
Tip: You can continue adding Individuals into the same Favorite list and they will not double up. This means even if working through a list of Individuals from multiple Partner searches, if the same Individual appears for many Partners, you're adding them again would not duplicate them in your Favorite list.
Performing a Details search
1. Click Details just below the search bar
2. Start typing and press Enter
3. You will see a list of fields where the word 'manager' was found, in this case select Title to limit the results to where 'manager' is found in the 'Title' field.
4. To combine results, continue typing additional words, in this case Real Estate
Note: Because we are looking for Individuals that have 'manager' in their Title and 'Real Estate' in the Industry field which is stored against an Organization (not an Individual), we need to select Search within custom fields of Individuals parent Organisation
Tip: Where a field is attached to an Organization (rather than an Individual), the field name will begin with 'Org'...
6. To further combine results, we will add Sydney to the search to find contacts located in Sydney.
Tip: The Details search allows you to search across any Custom Fields that you have created or any data collected by Client Sense, such as Matter or Client Related information from your Time and Billing / Financial system when connected.
7. To add these results to a Favorite list, scroll to the very bottom of the results and click Add to Favorites
8. You can select an existing or a new Favorite Tab by clicking + New Tab
9. Provide your list with a name, an icon, a color and add any fields / columns that you like shown and click Save
Your results will now appear as a Favorite list that you can Export, Merge or continue adding to.
