The Find Clients page enables you search the client records in your database and open the Client page to view and change the details stored for each client.

1. Click Contacts on the toolbar. The Find Clients page opens.

2. Select whether you want to search by Name and Code, (AU) Tax File Number, or (AU) ABN, or (NZ) IRD Number.

3. Enter the data you want to find in the Search for field.

   If you leave the Search for field blank all client records will be returned by the search.

4. Select your search options:

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

   • Select the Search any part option, if required.

   • Select the Include closed clients option, if required.

5. Additional search options in the drop-down at the top of the Find page are:

   • New search—clears any currently listed search results and performs a new search on the criteria you enter.

   • Append to search—keeps any currently displayed search results and adds records from a new search to the current records.

   • New search from reports—enables you to search through information in specific reports instead of searching the database.

   • (AE) New search from lists—enables you to search a list of saved searches, rather than the whole database.

6. Click Search. The clients that match your search criteria are listed.

   If a single record matches your search criteria and you selected Hide form when only one item found, the Client page opens instead.

   You can quickly select all the clients in the search results by clicking on the checkbox in the first column heading of the table.

7. Group or sort the search results.
8. Right-click the results table to access the Field Chooser. From the Field Chooser you can select the fields of information you want to be displayed with the listed records. Drag fields onto the list area from the window or vice versa.
   You can also copy the selected client’s name to the clipboard for use in other applications. See Organising your data and Customising a display table.

1. Click Contacts on the toolbar. The Find Clients page opens.

2. Double-click the client or contact record you want to open. You can double-click any information on the client name except for the email address. The client’s Client page opens.

   You can sort, group or filter the list of clients to make it easier to find the client you are looking for. See Organising your data.

1. Find your client record(s). See "To find a client record" above.

2. Select Save list on the Tasks bar. The Save List window opens.

3. Enter a name for the list in the Title field. For example, Golf Invite Clients.

4. Enter a Description for the list.

5. Click Save.

1. Click Contacts on the toolbar. The Find Clients page opens.

2. Select Open list on the Tasks bar. The Select List window opens.

3. Use the drop-down to select the appropriate option:

   • From Lists

   • From Reports.

4. Select an appropriate list from the table.

5. Click OK.