Drilling Down enables you to quickly find Clients only within those Clients and fields already on display in the Client list.
- Typing any letters into the Drill Down field and pressing Return will reduce the client list to only those Clients that include that text somewhere in their displayed fields. This is a very quick way of finding a Client that you know is somewhere in the list.
- Returning the Drill Down field to a blank state and pressing Return performs the last Client search
Options
Note: Drill Down only searches displayed clients. It does not do a server search. Use SpotFind or Search for this.