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. As lists get long, it can take time to locate a record. Use the following tools to quickly find a record.

Some lists are divided into separate views using tabs. For instance, the accounts list is divided by account type into nine views (using nine tabs), 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 the 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 list and 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 the recontact date and identifiers to search for a single card or a group of cards. To do this, in the Cards List window, click Advanced. Enter the relevant filters to narrow your search. The Cards List window will display only those cards that meet your search criteria.