Getting Started > Searching for Records

Using the List Menu to Search for a Record

To search for a record using the List menu:

1. From the List menu, select the menu item that corresponds to the record type you want to find. The appropriate list window is displayed.

2. Select the search method from the Sort By section. See Record Search Methods for a list of search methods for each record type.

3. Type the search criteria in the Find field. The results of your search are displayed, and the matching record is highlighted.

4. To display the record, double-click it.