Univex NeatReceipts, NeatScan Using Find Contacts, Searching for a Keyword To search for text

Using Find Contacts

The Find Contacts panel stretches across the top of the Business Organizer, making it quick and easy to find contacts fast. You can use Find Contacts to locate a contact by Last Name, First Name, or Company Name.

1.Choose Last Name, First Name, or Company Name from the Find by dropdown list.

2.Click on the letter or number that the contact's first name, last name, or company name begins with or click on ALL to view all of your contacts. Contacts matching your criterion will appear in the Contacts Grid.

Searching for a Keyword

To search for text:

1.Open the organizer in which you'd like to conduct your search.

Note: The Search feature works on an organizer-by-organizer level, which means you should open the Receipt Organizer to search for receipt information, the Business Card Organizer to search for contact information, or the Document Organizer to search for information in documents.

2.Click in the white box to the left of the Advanced Search button, as highlighted in the image below.

3.Enter a search term.

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