Select the files you want searched. All of the files are automatically selected by default.

Client

Select this check box if you want client information included in the search. The following fields in the Client file will be searched: Client Name, Name Search, Address Lines 1-3 and City for the selected address, Contact Name, all four selected phone numbers, the selected email address, Custom Fields, Work Description, and Miscellaneous Lines 1-3. Inactive clients are included in the search. Deleted clients are not searched.

The Bill To records for each client are also searched when the Client file is selected. The following fields from the Bill To Record window will be searched: Bill To Name, Description, Bill To Address Lines 1-3 and City, Attention Line, and the selected email address. When the Client file is selected, the count displayed as the total number of records in the Status area will include all Client and Additional Bill To records.
Contact Select this check box if you want contact information included in the search. The following fields in the Contact file will be searched: Full Name, Organization, Address Lines 1-3 and City for all three addresses, all 19 phone numbers, all three email addresses, and Comments. Inactive contacts are included in the search. Deleted contacts are not searched.
Notes Select this check box if you want Client Notes, Billing Notes & Instructions, and the Beginning and Ending Statement Notes (from the client file) included in the search. Statement template notes are not searched.
Transactions

Select this check box if you want fee, cost, payment and client funds transactions included in the search. The Description fields for the transactions will be searched. Transactions that have been included on a final statement that has not been updated are included in the search when the Transactions check box is selected. Deleted transactions are not searched.
 

Note: Transactions that have been included on a final statement that has been updated are included in the search if the Archive check box is selected.
Archive

Select this check box if you want archived transactions included in the search. When including Archive Information, the transactions' descriptions will be searched.
 

Note: Keep in mind that any archive records that were purged in earlier versions are no longer present and cannot be searched.