Define Search Criteria
These options relate to the results that will be returned when searching for contacts from the Email Filing pane.
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.
As with Contacts & Clients, tick the appropriate boxes to include Suppliers and/or Closed Suppliers within the search results.
As with Contacts & Clients, tick the appropriate boxes to include Employees and/or Inactive Employees within the search results.
If you want to always show the Central results branch in the filing panes (even if no search has been performed) tick the checkbox.