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Clients, Finding and Sorting (The Binoculars Button) 

You can use either the Binoculars button or the F9 key to find records. Starting from Durell’s Main Menu…

Using the function keys is quicker than using the mouse, though more features are available if you work exclusively through the mouse. To check these, starting from Durell’s Main Menu…

 

Also note the “All” button at the top right. When you click this the subsequent search will be through all address sets, not just one, as shown below. 

 

Try using the Binoculars button to change from “Individual Clients” to “Companies, Life & Investment”. Press the ESC key after each one to return to Individual Clients. Try it again to change the basis of search in Individual Clients from “Search Name” to “Birth Date”. Note how this field is then highlighted, and that your F7 and F8 keys will now find the previous or next record by birth rather than search name.