Records are stored and displayed in lists. For example, the Jobs List window lists the jobs you have created, the Accounts List window lists your accounts and so on. When lists get long, it can take time to locate a record. Use the following tools to find a record quickly.

Some lists are divided into separate views using tabs. For instance, the Accounts List is divided into eight tabs, each representing an account type, making it easier for you to find an account. For example, if you are looking for an asset account, click the Asset tab. Within the tab you can use the scroll bar to find a record.

You can find a record by filtering the cards, activities, locations, recurring transactions and items lists using the search fields. To do this, select a filter from the Search by listand enter search terms in the adjacent field, then press Tab. The list is sorted according to your selections. To reset the list, click the () icon next to the search field.

You can use advanced search filters such as recontact date and postcode to search for a single card or a group of cards. To do this, in the Cards List window, click Advanced and enter the relevant filters to narrow your search.The Cards List window will display the cards that fit your search criteria.