Search & Filter Tricks


An often underutilized feature of MerusCase is the ability for each user to setup their own custom Filter Shortcuts, use special keywords in searches, and specify any desired pre-filtering settings.

Custom Filter Shortcuts

Almost every area of MerusCase where you can search & filter to find desired items (e.g. Browse Cases, Activity tab, etc.) has its own fully customizable, per-user Filter Shortcuts, each of which can actually add multiple filters with just one click.

To set these up, navigate to the area of MerusCase where you wish to set up your Filter Shortcuts, click on the magnifying glass to the right of the search bar, and note the My Filter Shortcuts section on the left. Here, you can:

Within each Shortcut, you can set up as many filters as you would like. Simply click on +AND to add more. Each will contain the following options:

Also, consider using the Keywords documented below to create very powerful, specific Shortcuts.

Keywords

General Keywords

  1. NOT - In all caps can be used to display everything EXCEPT what follows the keyword. For example NOT John will show Jane Smith but ignore her husband John.

  2. OR - In all caps can be used to display combinations. Jane OR John will display everyone that shares a name with our two protagonists.

  3. TO - In all caps can be used on date columns to specify a range. For example, 1/1/2016 TO 1/31/2016 will display all events from January 2016.

  4. Carat symbol (^) - Used to limit matches to the beginning of a string. For example, ^smi will return Smith, but not Blacksmith.

  5. Dollar symbol ($) - Can be used to limit matches to the end of as string. For example, smith$ will return Smith and Blacksmith, but not Smithson.

  6. ^$ - Will search only for blank entries. For example, filtering contacts by company for ^$ will only return contacts that have no company attached.

Date Keywords

Use these keywords with the filter set to a date option of any sort.

  1. This/Next/Last Year - All items falling in the specified year.

  2. This/Next/Last Quarter - All items falling in the specified quarter.

  3. This/Next/Last Month - All items falling in the specified month.

  4. This/Next/Last Week - All items falling in the specified week.

  5. This/Next/Last Day / Today/Tomorrow/Yesterday - All items falling in the specified day.

Pro-Tip

Date Filters don't need complete dates to operate. MerusCase takes a guess at the intended filter if the data is incomplete. For example "1/1 TO 1/31" yields the same results as "1/1/2010 TO 1/31/2010" -- until 2011. Then MerusCase will guess that 2011 is the intended year, because the current year is assumed if no year was entered. This can be mitigated by adding a year to one of the range endpoints, e.g., "1/1 TO 1/31/2010".

Custom Pre-Filters

Another great option for filtering is to set up your account’s pre-filters (AKA changing the default data that is shown when you peruse various sections within MerusCase). Pre-filters can be set for the following:

To take advantage of these Prefiltering capabilities, go to Tools & Settings and click on My Preferences.

If you only want to see your Custom Office Templates, you can enter NOT built into the field for Forms (Word Templates for Merge/Court PDF Forms), along with specifying Name in the Default Filter Column.

If you only want to see Tasks due within a specific date range, you can enter 4/12/2012 TO 7/12/2012 (substitute for your preferred dates) into the field for Tasks, along with specifying Due Date in the Default Filter Column.

If you want to see only open cases, you can specify NOT closed. If you want to specify the companies you see, you can do that as well.