Email Search

Email Search enables you to find clients and contacts by entering all or part of an email address.  

1. At Home Base, click Clients & Files. From the dropdown menu above the list, select the desired entity type.
2. Click Options > Search > Email Search (or Options > Email Search, depending on the list you are viewing).
3. Enter an email address into the search field, or click the dropdown arrow to select from recently used search criteria.
   
   Note: You may enter an email address partially or entirely. You may also enter multiple email addresses, with each address separated by a space.
   
   If you would like to search only contacts entered in the system, check Search Contacts.
4. To further customise your search, check Use Advanced Setting.
   1. In the Client Code Range section, select All or select Range and enter a range of client codes.
   2. In the Find Words section, select whether you want the search to retrieve records containing Any or All of the email addresses entered.
   3. In the Match Words frame, select how precisely the records must match the email address:
      • Partial: Retrieves partial keyword matches.
      • Entire: Only retrieves entire keyword matches.
5. Click Find to execute the search. Click Clear if you want to permanently clear your search target history.
6. Information for the first matching record displays in the Results section. Click the Previous and Next buttons to view other search results. Click OK to close the search screen and jump to that record in the list or click Cancel to exit the search screen.
   
   Your selections on the Search Clients by Email window are saved and the next time that window is accessed, those selections default.