Finding a Property

🔎 Using the Find Feature

The Find tool allows you to quickly locate Contacts, Properties, and Work Orders across the system.

🧭 Accessing Find

• Click the Find icon located in the Actions group under the Main tab of the ribbon menu.

• You can also access Find directly from the Contact, Property, and Work Order screens.

👤 Find a Contact

1. Enter search terms in the Text to Find box. Matching results will appear below.

2. Click Select to open the desired record.

🔧 Additional Options

• Reset – clears the current search criteria

• New Contact – opens a form to add a new contact

🔍 Search Behaviour

• Alphabetic input (A–Z) searches by Name/Company Name

• Numeric input (0–9) searches by Contact ID

• Use the Find By dropdown to search by:

  • Postcode

  • Street

  • Locality/Town

  • Email

  • Telephone

  • Property ID

  • Note/Task Text

🧠 Smart Search Tips

• Enter two or more characters to see matching names (e.g., “Sm” returns “Smith,” “Small,” “Smooth”)

• Use a comma to separate names:

  • “Smith, F” or “F, Smith” (either order works)

• For couples (e.g., “Fred & Jane Smith”), you can search by either name:

  • “Jane Smith” will return the correct record

• Searches combine Salutation + Last Name:

  • “Steve Smith” will match “Stephen Smith” with salutation “Steve”

• Use Next and Previous buttons on the Quick Access toolbar to browse multiple matches

• Results display the mailing address, not just the home address

🏠 Find a Property

1. Type your search terms into the Text to Find box

2. Click Select to open the desired property record

🔍 Search Behaviour

• Alphabetic input (A–Z) searches by Street/Property Name

• Numeric input (0–9) searches by Property ID

• Use the Find By dropdown to search by:

  • Postcode

  • Street

  • Locality/Town

  • Alt. Reference

  • Key Number

🧠 Property Search Tips

• Properties within a Block will show a Block Management icon in the Address column

• Use Next and Previous buttons on the Quick Access toolbar to browse multiple matches

• Reset clears the current search criteria

• Use the File menu to quickly access the last 10 Contacts or Properties viewed

🛠️ Find a Work Order

1. Enter the Work Order ID in the Text to Find box

2. Click Select to open the record

• Default search is by ID

• Reset clears all search criteria

⚙️ Filters

Each search tab includes filters to narrow your results.

• When a filter is active, an icon will appear

• Click the icon to clear the filter

Let me know if you'd like this turned into a user guide, training module, or interactive help overlay—I’d be happy to tailor it to your team’s needs.