You can quickly find and open any client record (Client page) or contact record (Contact page) in your practice database using Find Client or Find Contact.

The system enables you to:

• display all the client or contact records in your database.

• display only the client or contact records that match the name, code, tax file number (Australia) / IRD Number (New Zealand) or ABN (Australia) / Balance Month (New Zealand) you specify.

• group the results so that records with the same information are listed together.

• filter the list of records to display only those that match the information you require.

• change the information displayed on the list.

The settings you define during a search are saved automatically, ready to use the next time you want to find and open a client or contact. This enables you to set up a search and open routine which suits the way you work. You can change the settings at any time and the new settings become the default.