Click either the Assignment button or the Clients button .
The Find Assignment or Find Clients page is displayed.
If you are searching for an assignment as part of another task, click the Ellipsis button in the Find Assignment field .
In the Search for field, type in the name (or part of the name) of the record you want to search for.
Select the Hide form when only one item found check box if required.
If you check the Hide form when only one item found check box, if there is only one record that matches your search criteria, the relevant page for that record will open automatically rather than being listed in the search results where you would have to click it to open the record.
Select the Search any part of name/code check box if required.
If you check 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 unchecked, 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 unchecked. 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 checked. The results will shown any employee whose name contains 'mit' somewhere within it, such as 'Smith', 'Mitchell' or 'Amit'.
Click the Search button.
The results that match your search criteria are listed in the window.
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 Assignment or Client page appears.
Open multiple Assignments
The following procedure is applicable to contact, client, supplier, assignment and employee records.
With the first assignment record open, hold the [Shift] key down and click the Search link on the Task Bar.
The Find Assignment window appears.
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 client record open, the Task Bar displays the Client Search link.)
If you do not hold the [Shift] key down when clicking the Search link on the Task Bar, the first assignment 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.