Searching for a Client

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The drop-down list can be used to search for a client.  Just start typing in the field and it will do an incremental search.

 

 Client Search Combo Box

 

 

If you need to search by another field, click the Search button.

 

 Search for Client

 

 

The Client Search screen will be displayed.

 

 Client Search

 

 

To find the client you're after, select the column you want to search.  The available columns are:

 

Fullname

Firstname

Company

Address

City

Phone

 

For the Address, City and Phone columns, both business and home fields in the PhonePad Address Book will be searched.

 

Enter some search text in the Search for field and then press <enter> (or click the Search button).

 

When you have found the client you are after, select them from the results list and click the OK button.