Search for Clients in Selected Custom Code Types

To use the Custom code types submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To search for a client in a selected custom code type:

1. On the main toolbar, click Settings .
2. In the left pane of the Settings screen, click Custom Codes > Custom Code Types.
3. Highlight the custom code type with the client you are looking for and on the grid toolbar, click .
4. On the Clients tab of the right pane, click on the Search in Grid field and then enter a keyword related to the client.