Skip to main content
CCH Software User Documentation

Find a page or window

The Find tab is displayed when you click one of the following buttons in the toolbar: Contacts, Clients, Supplier, Assignments or Employees.

Access the Find tab to find a window or page

When you click, for example,Clients from the toolbar.

Toolbar.PNG

The Find Clients tab will show a number of fields which will help on the search of a record from this area.

Find Clients tab - introduction.PNG

There will be a Find tab when you click on the following areas of the toolbar:

  • Contacts

  • Clients

  • Suppliers

  • Assignments

  • Employees

When you search for any of these records, you simply need to double–click in one of the items in the search result list to open it.

Sort Results

In the Find tab you can sort the results by clicking in the column heading you want to sort by. To sort by ascending or descending order just click to change the current sort order. For example if you want to sort by client code, click on the header Code.

Find Tab Options

The Search Type options at the top of the Find tab are:

Find tab - search type.PNG

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

  • Append to search
    Keeps any search results currently displayed and adds records from a new search to the current record

From the drop down list click below Search type, the options are:

Find tab - advanced search.PNG

  • New search Advanced
    This allows you to filter information using different fields from the database, click Click here to add search criteria to use the filter, example below. Click Apply for results.

Find tab - advanced search dialogue.PNG

  • New search from reports
    This allows you to search through information in specific reports instead of the database.

  • New search from lists                                                                                                                                                                                                                                        This allows you to select from a list of saved searches to search through, rather than the whole database.
  • New search Tax Explorer                                                                                                                                                                                                                                       This allows you to select from a list of reports created under Tax Explorer session, rather than the whole database.

Group Search Results

You can also group the search items returned by dragging a column heading to the area above the list, which will then group the search results.

For example, if you drag the column heading Department to area above the list and drop when you see the two red arrows, the list will show the items grouped by department.

Find tab - group by.PNG

Hide form...

From the bottom of the screen, if you select Hide form when only one item found check box, Hide form when only one item found.PNG, the relevant page for a record will open automatically if only one record matches your search criteria.

Search any part of...

If you select the Search any part of name/code check box, Seach for any part.PNG, 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:

  • you enter 'mit' in the Search for field when searching for an employee. 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 name, such as 'Mitchell' or 'Mitch'.

  • you enter 'mit' in the Search for field when searching for an employee. The Search any part of name/code check box is selected. The results will show any employee whose name contains 'mit' somewhere within it, such as 'Smith', 'Mitchell' or 'Amit'.

Right Click Options

A right–click menu is available if you click in the list area. It contains the following options on the Find Contacts and Find Clients tab:

Find clients - right click.PNG

  • Field Chooser
    From here 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 to display them, or off the list area into the window to remove them.

  • Show/Hide Preview Panel
    A toggle option. Click to turn the display area at the bottom of the list on or off. The display area will show details about the selected contact or client.

  • Copy name to Clipboard and Copy name and address to Clipboard                                                                                                                                                             Will copy the name only or name and address of the highlighted contact to the clipboard. You can paste this information in any another application.

  • Add to Favourites and Remove from Favourites                                                                                                                                                                                           Allow to add or remove a client as Favourites since a search list is created.

  • Edit phone/e-mail details                                                                                                                                                                                                                                   Allow you to edit the phone number and e-mail address direct from the list area without accessing the record of the client or contact.

The Task Bar

When the Find page is displayed for contacts, clients, suppliers, assignments or employees, there are a number of options available on the Task Bar which will be explained in detail in each respective section.