Find List

ListButtonWhen a Find is performed on any of the six tabs, the names of the records found can be displayed in a list by clicking the Find List button, ListButton.  When a Find is performed on the Note Pad, the Find List button can be RIGHT clicked in order to display the names of the records found on the Note Pad.

FindList

An example of the ‘find list’ is displayed above.  The list contains all of the names found in the query in addition to the Profile Type Code (ClientC for Client or ApplicantA for Applicant), Status (Active, Inactive, etc.), Profile Record Number, Title and Company.

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Find List Features

Saving a Find List

Closing the Find List