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Accountants Enterprise only

You can find and open an assignment in two ways. You can either:

  • access it from the Client/Contact page > Assignments tab and view all assignments attached to a particular client/contact and open the one you want to work on, or

  • select the required assignment in the Find Assignments page which opens the Assignment Details page.

You can also find and open more assignments without closing those open, using [Shift].

 

To find an assignment using a client or contact record
  1. Find and open a client or contact. See Finding and opening clients and contacts. The Client or Contact page opens.

  2. Click the Assignments tab. The client’s or contact’s assignments are listed.

  3. Double-click the assignment. The Assignment Details page opens for the client or contact.

  4. Click OK to save any changes and close the Assignment Details page.

To find and open an assignment from the Find Assignment page
  1. Select ContactsOpen > Assignments on the toolbar. The Find Assignments page opens.

  2. Type the name or search criteria for the assignment in the Search for field.

    To display all the assignments in the database, either leave the Search for field blank and click Search or type % in the Search for field and click Search.

  3. Select the Hide form when only one item found option, if required.

  4. Select the Search any part of name/code option, if required.

  5. Select the Include closed assignments option, if required.

  6. Click Search or press [Enter]. The search results are listed.

  7. Double-click the record in the list that you want to open. The Assignment Details page opens.

  8. Click OK to save any changes and close the Assignment Details page.

To open assignments without closing those already open
  1. Find and open an assignment. The Assignment Details page opens on the Main tab by default.

  2. Press and hold [Shift] and click Assignment search on the Tasks bar. The Find Assignments window opens.

    Because you held down [Shift], the first assignment remains open.

  3. Type the name or search criteria for the second assignment in the Search for field.

    To display all the assignments in the database, either leave the Search for field blank and click Search or type % in the Search for field and click Search.

  4. Select the Hide form when only one item found option, if required.

  5. Select the Search any part of name/code option, if required.

  6. Select the Include closed assignments option, if required.

  7. Click Search or press [Enter]. The search results are listed.

  8. Double-click the record in the list that you want to open. The Assignment Details page opens for the second assignment.

  9. Repeat from step 2 if you want to open more assignments in separate pages.

    If you do not hold [Shift] when clicking Assignment search on the Tasks bar, any open assignment records will close when you open another.

  10. Click OK to save any changes and close the window.