Using QuickFind
QuickFind is a quick search for all types of records.
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Use the ‘Home’ pages on the tabs to locate records in a ‘QuickFind’.
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Select the record type(s), add criteria and click ‘Find’. The results will list any records that match the defined criteria.
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Select the blue hyperlink to access the record.
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Hover over the blue hyperlink to see the record preview (in a ‘Using Flyouts’).
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The ‘Select’ box to the left hand side can be ‘ticked’ to allow the user to add a record to ‘Favourites’ by clicking on ‘Go’ at the bottom left hand side of the window.
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The record criteria displayed in the list can be adjusted using the ‘Reformatting QuickFind Results’ option.
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