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CCH Software User Documentation

Finding a contact or client record

The tabs Find Contacts and Find Clients offer useful search funcionalities.

Find and open a record for a contact or client

  1. On the main menu, click Contacts  clipboard_eab62a66353fedba42a5cf255d1861683.png or Clients clipboard_eb9613817e6bdf8c49932f4f472d0ae77.png.

  1. On the Contact or Client page, in the Search for field, 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 at the bottom of the window if required.

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

  4. Click Search.

  5. On the results list double-click the contact or client record you want to open. (You can double-click any information on the client name other than the email address.) The Contact or Client details page is displayed.

 

Notes

Select the Hide form when only one item found check box to display the record directly if there is only one record that matches your search criteria. The results page will be displayed only if the search criteria bring up multiple records.

Select the Search any part of name/code check box so that the search results contain any part of the search criteria within their name. For example: 'mit' in Smith. Leave this check box clear if you are looking for codes/names with the search criteria at the beginning of the name/code. For example: 'mit' at the beginning of Mitchell.

Group and sort search results

Drag a column heading to the grey area above the list to group by that column. For example, when you drag the 'Partner' column heading to the grey area, the list shows clients grouped by partner.

To sort results alphabetically, click a column header.

Right click menu options 

The following options are available on the right click menu:

Show/Hide Preview Panel

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

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, or vice versa.

Copy name/Copy name and address

The right click options include Copy name to clipboard and Copy name and address to clipboard. You can also copy the selected contact name to the clipboard from here for use in other applications.

Add to Favourites

This allows you to select a contact or client and mark them as your favourite. This adds a green star against the record in the favourites column

Remove from Favourites

This option will remove the favourite green tick from the contact or client

Edit phone/e-mail details

You can Edit the phone number or email address from the search screen, click on either the email or telephone cell and from the right mouse click the option Edit phone/e-mail details and amend the details as required 

 

 

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