To search in Procession, click the magnifying glass in the black toolbar. Searching allows you to quickly find a client. Finding a client is easy. Simply decide how you want to search. You can find a client by case number, last name, or a Date of Death range. If you’re unsure of the client’s full name, you can type just the first two or three letters in and clicking search.
When you found the client you were looking for, double click on their name to access that case.
If you’re still unable to find the client you need, click advanced search. Here, you can enter additional information to search by.