Acquaint Help Topics
Acquaint Help Topics
Breadcrumbs

Find

🔍 Using the Find Feature in Acquaint

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

📍 Accessing Find

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

  • Alternatively, access Find directly from the Contact, Property, or Work Order screens

👤 Finding a Contact

  1. In the Text to Find box, enter the search term

  2. Results will appear below—click Select to open the desired record

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🔧 Search Options

  • 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


🔍 Search Tips

  • Enter at least two characters to begin matching (e.g. "Sm" finds Smith, Small, Smooth)

  • Use a comma between Last and First Names (e.g. "Smith, F" or "F, Smith")

  • You can search by secondary names (e.g. "Jane Smith" for Fred & Jane Smith)

  • Searches also match Salutation + Last Name (e.g. "Steve Smith" for Stephen Smith with salutation Steve)

🔄 Navigating Results

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

  • Results display the Mailing Address by default

🛠 Additional Options

  • Reset clears the current search

  • New Contact opens a blank Contact record for quick entry

🏠 Finding a Property

  1. Enter search terms in the Text to Find box

  2. Click Select to open the matching Property record

🔧 Search Options

  • Alphabetic input searches by Street/Property Name

  • Numeric input searches by Property ID

  • Use the Find By dropdown to search by:

  • Postcode

  • Street

  • Locality/Town

  • Alt. Reference

  • Key Number


🔍 Visual Indicators

  • A Block Management icon appears in the Address column for properties within a block

🔄 Navigating Results

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

  • Reset clears the current search

🧾 Finding a Work Order

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

  2. Click Select to open the record

  • Reset clears all search selections

🧰 Using Filters

Each search tab includes filters to narrow down results:

  • When a filter is active, it’s indicated by a filter icon

  • Click the icon to clear the filter and return to full results

📁 Quick Access History

To quickly revisit recent records:

  • Click File on the top ribbon menu

  • View the last 10 Contacts or Properties accessed