You can search from anywhere in the app, you can open the search in the top right corner, and then type what you are looking for.

To help you find what you need, you can choose to filter your results by Contacts, Work, Email or Notes.

When searching for emails, your search results will display emails in chronological order, with your most recent emails showing first. You will then be able to further filter out items to find the email you need.

To perform an exact search use "" around your keywords, ex. "monthly payroll".

You can also enter a client identifier code to search for the client that relates to. 

Did this answer your question?