You can add searchable keywords or tags to assist in searching through Matters and Contacts. If you have a Matter or Contact with a similar name or you want to be able to search for specific keywords that are not in the Matter name then you will want to use them.
- Contacts: Tags Can be entered on the contact level and be used under the filters when doing an advanced search on the contact page.
- Searchable keywords can be added under the Contact Notes
Tag words can be used as search categories.