Clients and Matters
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      1. Dye & Durham Knowledge Base
      2. Unity® Accounting
      3. Clients and Matters

      Conflict Search

      The Conflict Search feature is used to search client/matter and opposing party information for possible conflicts of interest.

      To perform a conflict search:

      1. Click on Clients & Matters

      2. Click on Conflict Search button

      3. Type in a keyword or phrase to be searched

      4. Click Search

      Note: 

      • Unity® Accounting will do an automatic conflict search every time a new matterid or client is added.
      • The feature can be disabled in Maintenance > Global Settings > General.
      • The report defaults to Sorting by Client /Matter Number, however, the report can be sorted by Client /Matter Name using the drop-down option. 

      By default, the software will search:

      1. Client Name (name fields in the client and conflict databases, and client/matter notes).
      2. Matter description (matter descriptions in the client and conflict databases, and client/matter notes).
      3. Contacts (first name, last name and company name in the Contacts database, and contact notes. Contacts designated Private are not searched).

      Additionally, the following can be searched:

      1. Time (description fields of time entries for open and closed clients/matters).
      2. Cheques (description fields of check entries for open and closed clients/matters).
      3. Receipts (description fields of receipt entries for open and closed clients/matters).
      4. Vendors (vendor name fields in Vendors).