Appointments & Task Find

To open the Appointments & Tasks Manager Find window select Tools|Appointments & Tasks from the main menu and then press the Find button.

Search For

Text In Notes

Enter the character text to locate here.

User Name

Leave this selection blank to search all users, otherwise select the user name to limit the search to.

Area

Accept the default value of All to search all areas, or select the area you wish to limit the search to.

Account

If you wish to match a task or appointment to a specific account code, enter the account code here.

Transaction No.

If you wish to match a task or appointment to a specific transaction number, enter the transaction number here

Reference

If you wish to match a task or appointment to a specific reference number or code, enter the reference here.

Look In

Tasks

Tick this setting to include tasks in the search.

Appointments

Tick this setting to include appointments in the search.

Bulletins

Tick this setting to include bulletin board messages in the search.

Limit Search To Items Due

All

Select to search the entire task, bulletin and appointment databases, with no regard for date ranges.

Today

Select this option to limit searching to transactions due today.

Tomorrow

Select this option to limit searching to transactions due tomorrow.

Specified Period

Select this option to limit searching to transactions due between two date periods.

From Date

If Specified Period is selected enter the date to start the search from. If no date is specified the search begins from the earliest due date in the system.

To Date

If Specified Period is selected enter the date to end the search from. If no date is specified the search ends at the last due date in the system.

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