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Client Support
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Description
Direct Search
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Each task or report opens a new tab. Navigate by clicking on the vertical tab, or move through tabs using
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Search
The Search function allows the user to search for records meeting specific criteria without having to navigate to the
specific page.
1.
Click on the magnifying glass icon ( ) to open the direct search field options.
2.
Select the search term type from the drop-down menu.
3.
Enter your search term into the space provided.
4.
Click the
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button.