Use the ‘Home’ pages on the tabs to locate records in a ‘QuickFind’. 

Select the record type(s), add criteria and click ‘Find’. The results will list any records that match the defined criteria.

Select the blue hyperlink to access the record.

Hover over the blue hyperlink to see the record preview (in a ‘fly-out’).

The ‘Select’ box to the left hand side can be ‘ticked’ to allow the user to add a record to ‘Favourites’ by clicking on ‘Go’ at the bottom left hand side of the window.

The record criteria displayed in the list can be adjusted using the ‘Reformat’ option.