2021 is coming to a close, so it's time for your books to do the same!

Page tree

After you process a search, use the Results tab to view the records returned. The Results tab is divided into two sub-tabs, People and Organizations. If your search included both individual and organization records, results display on each respective sub-tab.

You can customize the results window to view additional fields and export your results to a file. You can also create labels, reports, mail merges, and mass emails based on the records returned. If you need to create a specific list of individuals who have no search criteria in common, you can also edit your results and save them.

Tip

You can right-click within the Results tab to access a variety of options such as exporting your results to a file, creating a report, or updating Safeguard tasks.

 

Search Results