Search for Clients in Custom Code Types

Use Custom Code Types in the Custom Codes submodule in the Settings module to search for clients in custom code types.

To use Custom Code Types in the Custom Codes submodule, you must have access to Settings as defined in User Access Rights under Settings.

To search for a client in a custom code type:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the custom code type client for which you are looking.
3. In the left pane of the Settings page, click Custom Codes > Custom Code Types.
4. Highlight the custom code type that has the client for which you are looking, and on the grid toolbar, click .
5. In the right pane, click the Clients tab and use the Search in Grid field to enter a keyword that is associated with the client.