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Credenza Pro Features

 
Credenza Pro
Shared Files
Workgroups
Manage Documents
Team Email
Group Scheduling
Common Address Book
Record Time for Others
Track Expenses
Shared Tasks & Notes
Take Messages
Send Invoices
Track Payments
Manage Trust Accounts
Track Retainer Balances
Monitor WIP
Batch Bill
Collection Assistant
Search Full Text
Personal Preferences
Connect from Anywhere
Privacy Options
Security
 

Full Text Search

When working in Credenza Pro, the Team Search capability provides instant full-text searching across your entire team database. This means any items associated with your shared files can be searched with ease, including Outlook appointments, tasks, emails (and attachments), contacts and notes, plus Credenza phone calls, time entries, expenses, bills and payments.

Team Search from Credenza ribbon

Basic Team Search Results

Team Search includes Web Documents and email attachments
The Team Search will even look across the full content all Web documents for your client files and documents attached to your email messages. This includes all Microsoft Office documents (Word, Excel, PowerPoint), PDFs, HTML, CSVs, plain text and optionally WordPerfect files. Even if you can’t remember the contents of an email, you can still find what you are looking for based on the text of the attachments.

Advanced Options
An advanced option allows you to specify even more search criteria. Search for precise phrases, exclude certain words and more. Limit your search to particular items such as emails, or by their owner. The power is in your hands with the Team Search

Advanced Team Search Results

 
 

 
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