Depending on how many contacts you have, there are several ways of finding the one you’re looking for. You can search for a contact, filter the contacts list to show only the most relevant contacts, or sort the list to show the most relevant contacts first.
Start by clicking the Contacts tab and choose All contacts.
Searching for a contact
To search for a contact, enter all or part of their business name, first name, last name, phone number, mobile number or email address in the Search box at the top of the contacts list. As you type, matching results are shown.
Filtering the contacts list
You can filter the contacts list to display only the Contact type you require. Use the dropdown to select from the following active contacts:
All to show contacts of all types, both active and inactive
Supplier to show active contacts you’re marked as suppliers
Customer to show active contacts you’ve marked as customers
Personal to show active contacts you've marked as personal
Looking for a deactivated contact? Just select the option Show inactive. Your deactivated contacts will now be included in the list.
Looking for a deactivated contact? Just select the option Show inactive. Your deactivated contacts will now be included in the list.
Sorting the contacts list
You can use the columns in the contacts list to sort the information in the most relevant way for what you’re looking for. Just click on the column heading, and the list will be sorted in alphabetical (or numerical) order, based on the entries in that column. If you click the column heading again, the list will be sorted in reverse order.
For example, you might want to find the details of a contact whose name starts with ‘Z’. Just click the Name column heading twice, and the list will be sorted in reverse alphabetical order by the contacts’ last name. Contacts whose name starts with ‘Z’ will appear at the top.
You might also want to arrange your contacts in order of where they are located. In this case, it might be useful to click the Phone number column heading to sort based on the area codes in their phone numbers.
These features are available only in AccountRight 2016.3 and later.
These features are available only in AccountRight 2016.3 and later.
If you have lots of cards, AccountRight's powerful search features enable you to find the card you want quickly, or to find a bunch of related or similar cards.
Use the Search field in the Cards List (via the Card File command centre) to look for a phone number, address, word or a number in all columns that are currently shown in the list. To add or remove columns, click Customise and drag the columns you want to add or remove.
The matching characters are highlighted in yellow so you can quickly find what you're looking for.
As you type, any cards that have matching details will be listed.
When searching amounts from this field, include commas (this isn't required when using the Filter row).
Want to reduce the displayed list? Try filtering. Need to add or remove columns? See Customise the Cards List.
More search options
For more exact searches, try these search options:
Search option | Example | How it works |
|---|---|---|
OR
| Spring Water | If you want to search for cards that have one or more specific words in them, just space them out. For example, searching for Spring Water would find all cards that have Spring or Water. |
AND
| +Spring
Water | Place a plus sign in front of any word or character that must be found. For example, searching for +Spring Water would find all cards containing Spring that also contain Water. |
NOT
| Spring -Water | Place a negative (or dash) sign in front of any word you don't want to be found. For example, searching for Spring -Water would find all cards containing Spring that do not also contain Water. |
Exact phrase
| "Spring Water" | Place your search term in quotation marks to only find cards that contain the exact phrase. For example, searching for "Spring Water" will only display cards that contain the phrase Spring Water. |
Have a long list of cards?
To speed up your search, you can exclude some columns from being searchable, for example, Card ID or Type. To do this, right-click the column you don't want to search and deselect the Is searchable option.