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CCH Software User Documentation

Searching

window_CCHEmailFilingOptions_Searching.pngDefine Search Criteria

These options relate to the results that will be returned when searching for contacts from the Email Filing pane. 

General

Tick the checkbox to look for the text entered in the search box within any part of the client code or name.

Contacts & Clients

Tick the appropriate checkboxes to return Clients and/or Contacts. If you want to include Draft and Closed Clients you will need to tick those checkboxes as well.

Suppliers

As with Contacts & Clients, tick the appropriate boxes to include Suppliers and/or Closed Suppliers within the search results.

Employees

As with Contacts & Clients, tick the appropriate boxes to include Employees and/or Inactive Employees within the search results.

Integration

If you want to always show the Central results branch in the filing panes (even if no search has been performed) tick the checkbox.

 

 

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