Search by Reference ID

A reference lookup searches for a client using a specific reference ID such as a credit memo or fee.

1. Select Staff > Search, Client > Search or Contact > Search.
2. Select the Reference Lookup tab.
   
3. Enter the first 3 characters of the reference. The list will adjust as more characters are entered.

Also see:

• Change grid displays
• Export data from grids
• Extended searching
• Mark items as favourties