Select an Account Record

When you want to find a hub record, you can use a Lookup, the Quick Find feature, or the I Search dialog box.

To find and open one or more records:

1. From the Navigation menu, click Hubs and then click the hub in which you want to work.
2. On the hub form, select one of the following actions:

   Option	Description
   beside the Search field	Click this icon beside the Search field at the top right of the form and then select a record from the lookup.
   Search field	Click in the Search field, enter a character or string of characters for a Quick Find, and then select a record from the lookup.
   in a field	Click this icon in a field that requires a record key, such as a client name, and then select a record from the lookup.
   Search	Click this icon on the toolbar and then use the Search dialog box to select a record.