Finding and opening a second contact record

Last modified 07:45, 24 Apr 2017

Overview

The following procedure is applicable to contact, client, supplier, assignment and employee records. With one record open you can search for and open a second record.

Find and open a second record

  1. With the first record open, hold the [Shift] key down and click Search or the Client Search link on the Task Bar. 
    The links on the Task Bar dynamically update based on whether the active record is a client, contact, supplier, assignment or employee record. For example, if you have a supplier record open, the Task Bar displays the Supplier Search link.)

NOTE

If you do not hold the [Shift] key down when clicking the search link on the Task Bar, the first record will close when the second record opens.  To keep the first record open, you must hold the [Shift] key down when clicking the search link on the Task Bar.
  1. In Search for field in the Find window, enter the name (or part of the name) of the record you want to search for.

  2. Select the Hide form when only one item found check box if required.

    If you select the Hide form when only one item found check box, and if there is only one record that matches your search criteria, the  page for that record will open automatically.

  3. Select the Search any part of name/code check box if required.

    If you select the Search any part of name/code check box then the search results that are returned will contain the search criteria you have entered in any part of the record name. When this check box is clear, only records with the search criteria at the beginning of the name will be returned. For example, if:

    • you enter 'mit' in the Search for field when searching for an employee and the Search any part of name/code check box is clear, the results will only contain employees that have 'mit' at the beginning of their first or last names, such as 'Mitchell' or 'Mitch'.
    • you enter 'mit' in the Search for field when searching for an employee and the Search any part of name/code check box is selected, the results will shown any employee whose name contains 'mit' somewhere within it, such as 'Smith', 'Mitchell' or 'Amit'.

  4. Click Search.

  5. On the search results list, double–click the record you want to open.
    The selected record is displayed, open to the same tab as the first record. For example, if the first record has the Responsibility tab in focus, the second record opens to the same tab.

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